BlueDoor Private Wealth’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
$1.01M Buy
2,220
+34
+2% +$15.3K 0.42% 62
2026
Q1
$954K Sell
2,186
-45
-2% -$21.3K 0.44% 56
2025
Q4
$1.14M Buy
+2,231
New +$1.09M 0.53% 49

Other funds holding MCO

BlueDoor Private Wealth's MCO Position: Q2 2026 in Review

BlueDoor Private Wealth increased its Moody's (MCO) stake by 1.6% in Q2 2026, buying an estimated $15.3K and bringing the position to 2,220 shares worth $1.01M. The position accounts for 0.42% of the portfolio, ranked #62.

BlueDoor Private Wealth first reported a position in MCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.14M in Q4 2025. 1,408 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • BlueDoor Private Wealth held 2,220 shares of Moody's worth $1.01M as of Q2 2026.
  • BlueDoor Private Wealth bought 34 Moody's shares in Q2 2026, an estimated $15.3K.
  • Moody's made up 0.42% of BlueDoor Private Wealth's portfolio in Q2 2026, its #62 holding.
  • BlueDoor Private Wealth first reported a position in Moody's in Q4 2025 and has held it in 3 quarters since.
  • BlueDoor Private Wealth's Moody's position peaked at $1.14M in Q4 2025.
  • 1,408 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on BlueDoor Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.