Calamos Wealth Management’s Moody's MCO Stock Holding History

Calamos Wealth Management’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	$10.9M	Sell	24,028 -168	-0.7%	-$75.4K	0.33%	68
2026 Q1	$10.6M	Buy	24,196 +3,500	+17%	+$1.66M	0.36%	59
2025 Q4	$10.6M	Buy	20,696 +342	+2%	+$167K	0.36%	62
2025 Q3	$9.7M	Buy	20,354 +21	+0.1%	+$10.6K	0.35%	63
2025 Q2	$10.2M	Buy	20,333 +82	+0.4%	+$38K	0.43%	58
2025 Q1	$9.43M	Buy	20,251 +9	+0%	+$4.34K	0.47%	56
2024 Q4	$9.58M	Buy	+20,242	New	+$9.66M	0.48%	57
2022 Q2	–	Sell	-819	Closed	-$276K	–	337
2022 Q1	$276K	Buy	819 +52	+7%	+$17.5K	0.02%	291
2021 Q4	$300K	Buy	767 +42	+6%	+$16.2K	0.02%	286
2021 Q3	$257K	Hold	725	–	–	0.02%	295
2021 Q2	$263K	Buy	725 +28	+4%	+$9.32K	0.02%	298
2021 Q1	$208K	Buy	697 +4	+0.6%	+$1.13K	0.02%	285
2020 Q4	$201K	Hold	693	–	–	0.02%	275
2020 Q3	$201K	Buy	+693	New	+$198K	0.02%	252

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Calamos Wealth Management's MCO Position: Q2 2026 in Review

Calamos Wealth Management reduced its Moody's (MCO) stake by 0.69% in Q2 2026, selling an estimated $75.4K and leaving 24,028 shares worth $10.9M. The position accounts for 0.33% of the portfolio, ranked #68.

Calamos Wealth Management first reported a position in MCO in Q3 2020 and has held it in 14 quarters since. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Calamos Wealth Management held 24,028 shares of Moody's worth $10.9M as of Q2 2026.
Calamos Wealth Management sold 168 Moody's shares in Q2 2026, an estimated $75.4K.
Moody's made up 0.33% of Calamos Wealth Management's portfolio in Q2 2026, its #68 holding.
Calamos Wealth Management first reported a position in Moody's in Q3 2020 and has held it in 14 quarters since.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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