Cary Street Partners Investment Advisory’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
$212K Buy
468
+67
+17% +$30.1K 0.04% 365
2026
Q1
$175K Buy
401
+51
+15% +$24.1K 0.04% 367
2025
Q4
$179K Buy
350
+22
+7% +$10.7K 0.05% 350
2025
Q3
$156K Buy
328
+19
+6% +$9.58K 0.07% 306
2025
Q2
$155K Buy
309
+52
+20% +$24.1K 0.08% 274
2025
Q1
$120K Buy
257
+45
+21% +$21.7K 0.07% 282
2024
Q4
$100K Sell
212
-374
-64% -$178K 0.07% 261
2024
Q3
$278K Buy
586
+12
+2% +$5.56K 0.01% 641
2024
Q2
$242K Buy
574
+40
+7% +$15.9K 0.01% 661
2024
Q1
$210K Buy
+534
New +$206K 0.01% 666
2023
Q4
Sell
-217
Closed -$68.6K 1337
2023
Q3
$68.6K Buy
+217
New +$73.8K ﹤0.01% 785

Other funds holding MCO

Cary Street Partners Investment Advisory's MCO Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Moody's (MCO) stake by 17% in Q2 2026, buying an estimated $30.1K and bringing the position to 468 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #365.

Cary Street Partners Investment Advisory first reported a position in MCO in Q3 2023 and has held it in 11 quarters since. The position peaked at $278K in Q3 2024. 1,084 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Cary Street Partners Investment Advisory held 468 shares of Moody's worth $212K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 67 Moody's shares in Q2 2026, an estimated $30.1K.
  • Moody's made up 0.04% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #365 holding.
  • Cary Street Partners Investment Advisory first reported a position in Moody's in Q3 2023 and has held it in 11 quarters since.
  • Cary Street Partners Investment Advisory's Moody's position peaked at $278K in Q3 2024.
  • 1,084 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.