Carson Wealth (CWM LLC)’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
Q1 | $4.61M | Buy |
10,568
+2,297
| +28% | +$1.09M | 0.01% | 847 |
|
|
2025
Q4 | $4.22M | Buy |
8,271
+3,269
| +65% | +$1.59M | 0.01% | 849 |
|
|
2025
Q3 | $2.38M | Buy |
5,002
+22
| +0.4% | +$11.1K | 0.01% | 1012 |
|
|
2025
Q2 | $2.5M | Buy |
4,980
+1,141
| +30% | +$528K | 0.01% | 870 |
|
|
2025
Q1 | $1.79M | Buy |
3,839
+752
| +24% | +$362K | 0.01% | 862 |
|
|
2024
Q4 | $1.46M | Sell |
3,087
-21
| -0.7% | -$10K | 0.01% | 910 |
|
|
2024
Q3 | $1.48M | Sell |
3,108
-90
| -3% | -$41.7K | 0.01% | 834 |
|
|
2024
Q2 | $1.35M | Buy |
3,198
+108
| +3% | +$43K | 0.01% | 760 |
|
|
2024
Q1 | $1.21M | Buy |
3,090
+130
| +4% | +$50.1K | 0.01% | 786 |
|
|
2023
Q4 | $1.16M | Buy |
2,960
+304
| +11% | +$106K | 0.01% | 744 |
|
|
2023
Q3 | $840K | Buy |
2,656
+153
| +6% | +$52K | 0.01% | 810 |
|
|
2023
Q2 | $870K | Sell |
2,503
-72
| -3% | -$22.8K | 0.01% | 763 |
|
|
2023
Q1 | $788K | Buy |
2,575
+191
| +8% | +$57.7K | 0.01% | 729 |
|
|
2022
Q4 | $664K | Buy |
2,384
+3
| +0.1% | +$821 | ﹤0.01% | 718 |
|
|
2022
Q3 | $579K | Buy |
2,381
+427
| +22% | +$124K | ﹤0.01% | 707 |
|
|
2022
Q2 | $531K | Buy |
1,954
+335
| +21% | +$100K | ﹤0.01% | 716 |
|
|
2022
Q1 | $546K | Buy |
1,619
+543
| +50% | +$183K | ﹤0.01% | 707 |
|
|
2021
Q4 | $420K | Buy |
+1,076
| New | +$415K | ﹤0.01% | 777 |
|
|
2021
Q2 | $304K | Hold |
838
| – | – | ﹤0.01% | 780 |
|
|
2021
Q1 | $304K | Hold |
838
| – | – | ﹤0.01% | 780 |
|
|
2020
Q4 | $304K | Hold |
838
| – | – | ﹤0.01% | 780 |
|
|
2020
Q3 | $304K | Hold |
838
| – | – | ﹤0.01% | 780 |
|
|
2020
Q2 | $304K | Hold |
838
| – | – | ﹤0.01% | 780 |
|
|
2020
Q1 | $304K | Hold |
838
| – | – | ﹤0.01% | 780 |
|
|
2019
Q4 | $304K | Hold |
838
| – | – | ﹤0.01% | 780 |
|
|
2019
Q3 | $304K | Hold |
838
| – | – | ﹤0.01% | 780 |
|
|
2019
Q2 | $304K | Hold |
838
| – | – | ﹤0.01% | 780 |
|
|
2019
Q1 | $304K | Buy |
838
+699
| +503% | +$115K | ﹤0.01% | 780 |
|
|
2018
Q4 | $19K | Buy |
139
+136
| +4,533% | +$20.5K | ﹤0.01% | 1156 |
|
|
2018
Q3 | $1K | Buy |
+3
| New | +$528 | ﹤0.01% | 1701 |
|
|
2017
Q4 | – | Sell |
-41
| Closed | -$6K | – | 1528 |
|
|
2017
Q3 | $6K | Buy |
+41
| New | +$5.39K | ﹤0.01% | 1034 |
|
Other funds holding MCO
VCM
VPM
PAM
Carson Wealth (CWM LLC)'s MCO Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Moody's (MCO) stake by 28% in Q1 2026, buying an estimated $1.09M and bringing the position to 10,568 shares worth $4.61M. The position accounts for 0.01% of the portfolio, ranked #847.
Carson Wealth (CWM LLC) first reported a position in MCO in Q3 2017 and has held it in 31 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.
- Carson Wealth (CWM LLC) held 10,568 shares of Moody's worth $4.61M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 2,297 Moody's shares in Q1 2026, an estimated $1.09M.
- Moody's made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #847 holding.
- Carson Wealth (CWM LLC) first reported a position in Moody's in Q3 2017 and has held it in 31 quarters since.
- 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.