Clifford Swan Investment Counsel’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 | $262K | Sell |
578
-292
| -34% | -$131K | 0.01% | 309 |
|
|
2026
Q1 | $380K | Sell |
870
-18
| -2% | -$8.52K | 0.01% | 246 |
|
|
2025
Q4 | $454K | Sell |
888
-20
| -2% | -$9.76K | 0.02% | 229 |
|
|
2025
Q3 | $433K | Buy |
908
+4
| +0.4% | +$2.02K | 0.01% | 236 |
|
|
2025
Q2 | $453K | Buy |
904
+1
| +0.1% | +$463 | 0.02% | 228 |
|
|
2025
Q1 | $421K | Sell |
903
-52
| -5% | -$25.1K | 0.02% | 228 |
|
|
2024
Q4 | $452K | Sell |
955
-230
| -19% | -$110K | 0.02% | 224 |
|
|
2024
Q3 | $562K | Sell |
1,185
-25
| -2% | -$11.6K | 0.02% | 213 |
|
|
2024
Q2 | $509K | Sell |
1,210
-25
| -2% | -$9.95K | 0.02% | 213 |
|
|
2024
Q1 | $485K | Buy |
1,235
+71
| +6% | +$27.4K | 0.02% | 219 |
|
|
2023
Q4 | $455K | Buy |
1,164
+85
| +8% | +$29.5K | 0.02% | 223 |
|
|
2023
Q3 | $341K | Buy |
1,079
+1
| +0.1% | +$340 | 0.01% | 246 |
|
|
2023
Q2 | $375K | Buy |
1,078
+345
| +47% | +$109K | 0.02% | 244 |
|
|
2023
Q1 | $224K | Hold |
733
| – | – | 0.01% | 286 |
|
|
2022
Q4 | $204K | Buy |
+733
| New | +$200K | 0.01% | 298 |
|
|
2022
Q2 | – | Sell |
-674
| Closed | -$227K | – | 319 |
|
|
2022
Q1 | $227K | Hold |
674
| – | – | 0.01% | 312 |
|
|
2021
Q4 | $263K | Hold |
674
| – | – | 0.01% | 303 |
|
|
2021
Q3 | $266K | Hold |
674
| – | – | 0.01% | 302 |
|
|
2021
Q2 | $258K | Hold |
674
| – | – | 0.01% | 294 |
|
|
2021
Q1 | $201K | Buy |
+674
| New | +$190K | 0.01% | 316 |
|
|
2020
Q4 | – | Sell |
-695
| Closed | -$201K | – | 322 |
|
|
2020
Q3 | $201K | Buy |
+695
| New | +$198K | 0.01% | 301 |
|
|
2019
Q4 | – | Sell |
-1,470
| Closed | -$301K | – | 324 |
|
|
2019
Q3 | $301K | Hold |
1,470
| – | – | 0.02% | 255 |
|
|
2019
Q2 | $287K | Sell |
1,470
-160
| -10% | -$30.4K | 0.02% | 263 |
|
|
2019
Q1 | $295K | Sell |
1,630
-2,465
| -60% | -$405K | 0.02% | 255 |
|
|
2018
Q4 | $573K | Hold |
4,095
| – | – | 0.03% | 190 |
|
|
2018
Q3 | $685K | Hold |
4,095
| – | – | 0.04% | 182 |
|
|
2018
Q2 | $698K | Hold |
4,095
| – | – | 0.04% | 180 |
|
|
2018
Q1 | $661K | Hold |
4,095
| – | – | 0.04% | 185 |
|
|
2017
Q4 | $604K | Hold |
4,095
| – | – | 0.03% | 200 |
|
|
2017
Q3 | $570K | Buy |
4,095
+105
| +3% | +$13.8K | 0.03% | 199 |
|
|
2017
Q2 | $486K | Hold |
3,990
| – | – | 0.03% | 215 |
|
|
2017
Q1 | $447K | Hold |
3,990
| – | – | 0.03% | 209 |
|
|
2016
Q4 | $376K | Buy |
3,990
+96
| +2% | +$9.69K | 0.03% | 215 |
|
|
2016
Q3 | $422K | Buy |
3,894
+45
| +1% | +$4.73K | 0.03% | 208 |
|
|
2016
Q2 | $361K | Hold |
3,849
| – | – | 0.03% | 204 |
|
|
2016
Q1 | $372K | Hold |
3,849
| – | – | 0.03% | 208 |
|
|
2015
Q4 | $386K | Hold |
3,849
| – | – | 0.03% | 213 |
|
|
2015
Q3 | $378K | Hold |
3,849
| – | – | 0.03% | 207 |
|
|
2015
Q2 | $416K | Hold |
3,849
| – | – | 0.03% | 197 |
|
|
2015
Q1 | $400K | Hold |
3,849
| – | – | 0.03% | 200 |
|
|
2014
Q4 | $369K | Hold |
3,849
| – | – | 0.02% | 200 |
|
|
2014
Q3 | $364K | Hold |
3,849
| – | – | 0.02% | 199 |
|
|
2014
Q2 | $337K | Hold |
3,849
| – | – | 0.02% | 209 |
|
|
2014
Q1 | $305K | Hold |
3,849
| – | – | 0.02% | 216 |
|
|
2013
Q4 | $302K | Hold |
3,849
| – | – | 0.02% | 199 |
|
|
2013
Q3 | $271K | Hold |
3,849
| – | – | 0.02% | 199 |
|
|
2013
Q2 | $235K | Buy |
+3,849
| New | +$234K | 0.02% | 205 |
|
Other funds holding MCO
Clifford Swan Investment Counsel's MCO Position: Q2 2026 in Review
Clifford Swan Investment Counsel reduced its Moody's (MCO) stake by 34% in Q2 2026, selling an estimated $131K and leaving 578 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #309.
Clifford Swan Investment Counsel first reported a position in MCO in Q2 2013 and has held it in 47 quarters since. The position peaked at $698K in Q2 2018. 1,406 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- Clifford Swan Investment Counsel held 578 shares of Moody's worth $262K as of Q2 2026.
- Clifford Swan Investment Counsel sold 292 Moody's shares in Q2 2026, an estimated $131K.
- Moody's made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #309 holding.
- Clifford Swan Investment Counsel first reported a position in Moody's in Q2 2013 and has held it in 47 quarters since.
- Clifford Swan Investment Counsel's Moody's position peaked at $698K in Q2 2018.
- 1,406 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.