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Beacon Investment Advisory Services’s Moody's MCO Stock Holding History

Beacon Investment Advisory Services’s Portfolio MCO Stock Details MCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.66M Sell
12,505
-314
-2% -$141K 0.21% 91
2026
Q1 		$5.59M Sell
12,819
-902
-7% -$427K 0.23% 91
2025
Q4 		$7.01M Sell
13,721
-1,027
-7% -$501K 0.29% 81
2025
Q3 		$7.03M Buy
14,748
+10,865
+280% +$5.48M 0.3% 80
2025
Q2 		$1.95M Sell
3,883
-1,328
-25% -$615K 0.09% 111
2025
Q1 		$2.43M Buy
5,211
+443
+9% +$213K 0.11% 103
2024
Q4 		$2.26M Buy
4,768
+524
+12% +$250K 0.1% 113
2024
Q3 		$2.01M Sell
4,244
-85
-2% -$39.4K 0.08% 119
2024
Q2 		$1.82M Sell
4,329
-370
-8% -$147K 0.08% 119
2024
Q1 		$1.85M Sell
4,699
-335
-7% -$129K 0.08% 120
2023
Q4 		$1.97M Sell
5,034
-60
-1% -$20.9K 0.09% 121
2023
Q3 		$1.61M Sell
5,094
-620
-11% -$211K 0.08% 127
2023
Q2 		$1.99M Buy
5,714
+350
+7% +$111K 0.09% 127
2023
Q1 		$1.64M Sell
5,364
-683
-11% -$206K 0.08% 130
2022
Q4 		$1.68M Buy
6,047
+1,325
+28% +$362K 0.09% 128
2022
Q3 		$1.15M Buy
4,722
+11
+0.2% +$3.2K 0.06% 140
2022
Q2 		$1.28M Buy
4,711
+181
+4% +$54.1K 0.07% 144
2022
Q1 		$1.53M Buy
4,530
+504
+13% +$169K 0.07% 140
2021
Q4 		$1.57M Buy
4,026
+756
+23% +$292K 0.06% 143
2021
Q3 		$1.16M Hold
3,270
– – 0.05% 156
2021
Q2 		$1.19M Sell
3,270
-160
-5% -$53.3K 0.05% 158
2021
Q1 		$1.02M Sell
3,430
-7
-0.2% -$1.97K 0.04% 158
2020
Q4 		$998K Buy
3,437
+382
+13% +$107K 0.05% 149
2020
Q3 		$885K Buy
3,055
+175
+6% +$50K 0.05% 149
2020
Q2 		$791K Buy
+2,880
New +$732K 0.05% 149

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Beacon Investment Advisory Services's MCO Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Moody's (MCO) stake by 2.4% in Q2 2026, selling an estimated $141K and leaving 12,505 shares worth $5.66M. The position accounts for 0.21% of the portfolio, ranked #91.

Beacon Investment Advisory Services first reported a position in MCO in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.03M in Q3 2025. 302 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Beacon Investment Advisory Services held 12,505 shares of Moody's worth $5.66M as of Q2 2026.
  • Beacon Investment Advisory Services sold 314 Moody's shares in Q2 2026, an estimated $141K.
  • Moody's made up 0.21% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #91 holding.
  • Beacon Investment Advisory Services first reported a position in Moody's in Q2 2020 and has held it in 25 quarters since.
  • Beacon Investment Advisory Services's Moody's position peaked at $7.03M in Q3 2025.
  • 302 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.