Catalyst Financial Partners’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
$313K Sell
690
-118
-15% -$53K 0.03% 301
2026
Q1
$352K Buy
808
+225
+39% +$106K 0.04% 261
2025
Q4
$298K Buy
583
+34
+6% +$16.6K 0.03% 252
2025
Q3
$262K Buy
549
+16
+3% +$8.06K 0.03% 258
2025
Q2
$267K Buy
533
+56
+12% +$25.9K 0.03% 248
2025
Q1
$222K Buy
477
+26
+6% +$12.5K 0.04% 257
2024
Q4
$213K Buy
451
+22
+5% +$10.5K 0.04% 260
2024
Q3
$204K Buy
+429
New +$199K 0.04% 265

Other funds holding MCO

Catalyst Financial Partners's MCO Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Moody's (MCO) stake by 15% in Q2 2026, selling an estimated $53K and leaving 690 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #301.

Catalyst Financial Partners first reported a position in MCO in Q3 2024 and has held it in 8 quarters since. The position peaked at $352K in Q1 2026. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Catalyst Financial Partners held 690 shares of Moody's worth $313K as of Q2 2026.
  • Catalyst Financial Partners sold 118 Moody's shares in Q2 2026, an estimated $53K.
  • Moody's made up 0.03% of Catalyst Financial Partners's portfolio in Q2 2026, its #301 holding.
  • Catalyst Financial Partners first reported a position in Moody's in Q3 2024 and has held it in 8 quarters since.
  • Catalyst Financial Partners's Moody's position peaked at $352K in Q1 2026.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.