Basecamp Wealth Advisors’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
$137K Buy
303
+11
+4% +$4.94K 0.03% 329
2026
Q1
$127K Sell
292
-1
-0.3% -$473 0.03% 343
2025
Q4
$150K Buy
+293
New +$143K 0.03% 297

Other funds holding MCO

Basecamp Wealth Advisors's MCO Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Moody's (MCO) stake by 3.8% in Q2 2026, buying an estimated $4.94K and bringing the position to 303 shares worth $137K. The position accounts for 0.03% of the portfolio, ranked #329.

Basecamp Wealth Advisors first reported a position in MCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $150K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Basecamp Wealth Advisors held 303 shares of Moody's worth $137K as of Q2 2026.
  • Basecamp Wealth Advisors bought 11 Moody's shares in Q2 2026, an estimated $4.94K.
  • Moody's made up 0.03% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #329 holding.
  • Basecamp Wealth Advisors first reported a position in Moody's in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Moody's position peaked at $150K in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.