Checchi Capital Advisers’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 | $549K | Buy |
1,259
+149
| +13% | +$70.5K | 0.03% | 332 |
|
|
2025
Q4 | $567K | Sell |
1,110
-35
| -3% | -$17.1K | 0.03% | 289 |
|
|
2025
Q3 | $546K | Sell |
1,145
-178
| -13% | -$89.7K | 0.03% | 306 |
|
|
2025
Q2 | $664K | Sell |
1,323
-15
| -1% | -$6.95K | 0.04% | 283 |
|
|
2025
Q1 | $623K | Buy |
1,338
+11
| +0.8% | +$5.3K | 0.03% | 286 |
|
|
2024
Q4 | $628K | Buy |
1,327
+11
| +0.8% | +$5.25K | 0.04% | 276 |
|
|
2024
Q3 | $625K | Buy |
1,316
+15
| +1% | +$6.95K | 0.03% | 281 |
|
|
2024
Q2 | $548K | Buy |
1,301
+44
| +4% | +$17.5K | 0.03% | 299 |
|
|
2024
Q1 | $494K | Sell |
1,257
-3
| -0.2% | -$1.16K | 0.04% | 326 |
|
|
2023
Q4 | $492K | Buy |
1,260
+34
| +3% | +$11.8K | 0.04% | 312 |
|
|
2023
Q3 | $388K | Sell |
1,226
-35
| -3% | -$11.9K | 0.04% | 342 |
|
|
2023
Q2 | $438K | Buy |
1,261
+46
| +4% | +$14.6K | 0.04% | 321 |
|
|
2023
Q1 | $372K | Sell |
1,215
-25
| -2% | -$7.55K | 0.04% | 357 |
|
|
2022
Q4 | $345K | Sell |
1,240
-2
| -0.2% | -$547 | 0.04% | 355 |
|
|
2022
Q3 | $302K | Buy |
1,242
+1
| +0.1% | +$291 | 0.03% | 386 |
|
|
2022
Q2 | $385K | Buy |
1,241
+197
| +19% | +$58.9K | 0.03% | 350 |
|
|
2022
Q1 | $352K | Buy |
1,044
+71
| +7% | +$23.9K | 0.03% | 358 |
|
|
2021
Q4 | $380K | Buy |
973
+15
| +2% | +$5.79K | 0.03% | 336 |
|
|
2021
Q3 | $340K | Buy |
958
+6
| +0.6% | +$2.26K | 0.03% | 332 |
|
|
2021
Q2 | $345K | Sell |
952
-93
| -9% | -$31K | 0.03% | 326 |
|
|
2021
Q1 | $312K | Sell |
1,045
-19
| -2% | -$5.35K | 0.03% | 345 |
|
|
2020
Q4 | $309K | Sell |
1,064
-244
| -19% | -$68.2K | 0.03% | 331 |
|
|
2020
Q3 | $379K | Buy |
1,308
+19
| +1% | +$5.42K | 0.04% | 253 |
|
|
2020
Q2 | $354K | Buy |
1,289
+141
| +12% | +$35.8K | 0.04% | 263 |
|
|
2020
Q1 | $243K | Sell |
1,148
-176
| -13% | -$42.8K | 0.02% | 295 |
|
|
2019
Q4 | $314K | Buy |
1,324
+34
| +3% | +$7.56K | 0.04% | 294 |
|
|
2019
Q3 | $264K | Buy |
1,290
+98
| +8% | +$20.5K | 0.03% | 327 |
|
|
2019
Q2 | $233K | Buy |
+1,192
| New | +$226K | 0.03% | 350 |
|
|
2018
Q4 | – | Sell |
-1,294
| Closed | -$216K | – | 419 |
|
|
2018
Q3 | $216K | Buy |
+1,294
| New | +$228K | 0.02% | 398 |
|
|
2016
Q3 | – | Sell |
-1,146
| Closed | -$107K | – | 881 |
|
|
2016
Q2 | $107K | Hold |
1,146
| – | – | 0.01% | 552 |
|
|
2016
Q1 | $111K | Buy |
+1,146
| New | +$103K | 0.02% | 546 |
|
Other funds holding MCO
VCM
VPM
PAM
Checchi Capital Advisers's MCO Position: Q1 2026 in Review
Checchi Capital Advisers increased its Moody's (MCO) stake by 13% in Q1 2026, buying an estimated $70.5K and bringing the position to 1,259 shares worth $549K. The position accounts for 0.03% of the portfolio, ranked #332.
Checchi Capital Advisers first reported a position in MCO in Q1 2016 and has held it in 31 quarters since. The position peaked at $664K in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.
- Checchi Capital Advisers held 1,259 shares of Moody's worth $549K as of Q1 2026.
- Checchi Capital Advisers bought 149 Moody's shares in Q1 2026, an estimated $70.5K.
- Moody's made up 0.03% of Checchi Capital Advisers's portfolio in Q1 2026, its #332 holding.
- Checchi Capital Advisers first reported a position in Moody's in Q1 2016 and has held it in 31 quarters since.
- Checchi Capital Advisers's Moody's position peaked at $664K in Q2 2025.
- 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.
Based on Checchi Capital Advisers's 13F filing for Q1 2026, filed 4 May 2026.