Ballast Advisors’s Moody's MCO Stock Holding History

Ballast Advisors's MCO Position: Q2 2026 in Review

Ballast Advisors reduced its Moody's (MCO) stake by 0.67% in Q2 2026, selling an estimated $9.43K and leaving 3,113 shares worth $1.41M. The position accounts for 0.34% of the portfolio, ranked #40.

Ballast Advisors first reported a position in MCO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.59M in Q4 2025. 1,410 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

• Ballast Advisors held 3,113 shares of Moody's worth $1.41M as of Q2 2026.
• Ballast Advisors sold 21 Moody's shares in Q2 2026, an estimated $9.43K.
• Moody's made up 0.34% of Ballast Advisors's portfolio in Q2 2026, its #40 holding.
• Ballast Advisors first reported a position in Moody's in Q3 2023 and has held it in 12 quarters since.
• Ballast Advisors's Moody's position peaked at $1.59M in Q4 2025.
• 1,410 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.