Barnes Dennig Private Wealth Management’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.72K Buy
+6
New +$2.69K ﹤0.01% 284
2025
Q2
Sell
-12
Closed -$5.59K 312
2025
Q1
$5.59K Buy
+12
New +$5.78K 0.01% 164

Other funds holding MCO

Barnes Dennig Private Wealth Management's MCO Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management opened a new position in Moody's (MCO) in Q2 2026: 6 shares worth $2.72K. The stake represents ﹤0.01% of the portfolio and ranks #284 among its holdings. This is a return to the name: Barnes Dennig Private Wealth Management previously reported a position in MCO as recently as Q1 2025.

Barnes Dennig Private Wealth Management first reported a position in MCO in Q1 2025 and has held it in 2 quarters since. The position peaked at $5.59K in Q1 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 6 shares of Moody's worth $2.72K as of Q2 2026.
  • Moody's was a new Barnes Dennig Private Wealth Management position in Q2 2026.
  • Moody's made up ﹤0.01% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #284 holding.
  • Barnes Dennig Private Wealth Management first reported a position in Moody's in Q1 2025 and has held it in 2 quarters since.
  • Barnes Dennig Private Wealth Management's Moody's position peaked at $5.59K in Q1 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.