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Blue Zone Wealth Advisors’s Moody's MCO Stock Holding History

Blue Zone Wealth Advisors’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 		$6.69M Sell
14,761
-467
-3% -$210K 1.17% 23
2026
Q1 		$6.64M Sell
15,228
-65
-0.4% -$30.7K 1.35% 21
2025
Q4 		$7.81M Buy
15,293
+129
+0.9% +$62.9K 1.49% 23
2025
Q3 		$7.23M Buy
15,164
+572
+4% +$288K 1.44% 27
2025
Q2 		$7.32M Buy
14,592
+604
+4% +$280K 1.83% 17
2025
Q1 		$6.51M Buy
13,988
+950
+7% +$458K 1.81% 18
2024
Q4 		$6.17M Buy
13,038
+67
+0.5% +$32K 1.78% 16
2024
Q3 		$6.16M Buy
12,971
+320
+3% +$148K 1.92% 17
2024
Q2 		$5.33M Sell
12,651
-159
-1% -$63.3K 1.84% 17
2024
Q1 		$5.03M Buy
12,810
+561
+5% +$216K 1.73% 25
2023
Q4 		$4.78M Buy
12,249
+433
+4% +$150K 1.91% 21
2023
Q3 		$3.74M Buy
+11,816
New +$4.02M 1.64% 25

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Blue Zone Wealth Advisors's MCO Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its Moody's (MCO) stake by 3.1% in Q2 2026, selling an estimated $210K and leaving 14,761 shares worth $6.69M. The position accounts for 1.17% of the portfolio, ranked #23.

Blue Zone Wealth Advisors first reported a position in MCO in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.81M in Q4 2025. 193 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Blue Zone Wealth Advisors held 14,761 shares of Moody's worth $6.69M as of Q2 2026.
  • Blue Zone Wealth Advisors sold 467 Moody's shares in Q2 2026, an estimated $210K.
  • Moody's made up 1.17% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Blue Zone Wealth Advisors first reported a position in Moody's in Q3 2023 and has held it in 12 quarters since.
  • Blue Zone Wealth Advisors's Moody's position peaked at $7.81M in Q4 2025.
  • 193 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.