Clearstead Trust’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
$12.2K Hold
27
﹤0.01% 575
2026
Q1
$11.8K Hold
27
﹤0.01% 537
2025
Q4
$13.8K Sell
27
-27
-50% -$13.2K ﹤0.01% 518
2025
Q3
$25.7K Hold
54
﹤0.01% 402
2025
Q2
$27.1K Buy
54
+16
+42% +$7.41K 0.01% 376
2025
Q1
$17.7K Hold
38
﹤0.01% 372
2024
Q4
$18K Hold
38
﹤0.01% 324
2024
Q3
$18K Sell
38
-28
-42% -$13K ﹤0.01% 313
2024
Q2
$27.8K Hold
66
0.01% 287
2024
Q1
$25.9K Sell
66
-933
-93% -$360K 0.01% 288
2023
Q4
$390K Buy
999
+921
+1,181% +$320K 0.11% 108
2023
Q3
$24.7K Hold
78
0.01% 271
2023
Q2
$27.1K Buy
+78
New +$24.7K 0.01% 246

Other funds holding MCO

Clearstead Trust's MCO Position: Q2 2026 in Review

Clearstead Trust held its Moody's (MCO) position steady in Q2 2026 at 27 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Clearstead Trust first reported a position in MCO in Q2 2023 and has held it in 13 quarters since. The position peaked at $390K in Q4 2023. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Clearstead Trust held 27 shares of Moody's worth $12.2K as of Q2 2026.
  • Clearstead Trust left its Moody's share count unchanged in Q2 2026.
  • Moody's made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #575 holding.
  • Clearstead Trust first reported a position in Moody's in Q2 2023 and has held it in 13 quarters since.
  • Clearstead Trust's Moody's position peaked at $390K in Q4 2023.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.