Belpointe Asset 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
$909K Buy
2,006
+59
+3% +$26.5K 0.03% 520
2026
Q1
$849K Sell
1,947
-931
-32% -$440K 0.03% 515
2025
Q4
$1.47M Buy
+2,878
New +$1.4M 0.05% 302
2025
Q2
Sell
-1,534
Closed -$714K 994
2025
Q1
$714K Buy
1,534
+926
+152% +$446K 0.04% 438
2024
Q4
$297K Buy
+608
New +$290K 0.02% 660
2023
Q2
Sell
-283
Closed -$86.6K 2196
2023
Q1
$86.6K Buy
283
+95
+51% +$28.7K ﹤0.01% 1391
2022
Q4
$52.4K Buy
+188
New +$51.4K ﹤0.01% 1581
2021
Q3
Sell
-458
Closed -$166K 1224
2021
Q2
$166K Buy
+458
New +$152K 0.01% 906
2019
Q2
Sell
-2,031
Closed -$368K 634
2019
Q1
$368K Sell
2,031
-69
-3% -$11.3K 0.07% 210
2018
Q4
$294K Sell
2,100
-633
-23% -$95.5K 0.07% 282
2018
Q3
$457K Buy
+2,733
New +$481K 0.07% 279

Other funds holding MCO

Belpointe Asset Management's MCO Position: Q2 2026 in Review

Belpointe Asset Management increased its Moody's (MCO) stake by 3% in Q2 2026, buying an estimated $26.5K and bringing the position to 2,006 shares worth $909K. The position accounts for 0.03% of the portfolio, ranked #520.

Belpointe Asset Management first reported a position in MCO in Q3 2018 and has held it in 11 quarters since. The position peaked at $1.47M in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Belpointe Asset Management held 2,006 shares of Moody's worth $909K as of Q2 2026.
  • Belpointe Asset Management bought 59 Moody's shares in Q2 2026, an estimated $26.5K.
  • Moody's made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #520 holding.
  • Belpointe Asset Management first reported a position in Moody's in Q3 2018 and has held it in 11 quarters since.
  • Belpointe Asset Management's Moody's position peaked at $1.47M in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.