Commonwealth Equity Services’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 | $9.92M | Sell |
21,901
-2,413
| -10% | -$1.08M | 0.01% | 947 |
|
|
2026
Q1 | $10.6M | Buy |
24,314
+92
| +0.4% | +$43.5K | 0.01% | 864 |
|
|
2025
Q4 | $12.4M | Sell |
24,222
-532
| -2% | -$260K | 0.02% | 786 |
|
|
2025
Q3 | $11.8M | Sell |
24,754
-99
| -0.4% | -$49.9K | 0.02% | 828 |
|
|
2025
Q2 | $12.5M | Buy |
24,853
+983
| +4% | +$455K | 0.02% | 784 |
|
|
2025
Q1 | $11.1M | Buy |
23,870
+1,013
| +4% | +$488K | 0.02% | 807 |
|
|
2024
Q4 | $10.8M | Sell |
22,857
-307
| -1% | -$147K | 0.02% | 796 |
|
|
2024
Q3 | $11M | Sell |
23,164
-135
| -0.6% | -$62.6K | 0.02% | 783 |
|
|
2024
Q2 | $9.81M | Buy |
23,299
+1,079
| +5% | +$429K | 0.02% | 818 |
|
|
2024
Q1 | $8.73M | Buy |
22,220
+1,173
| +6% | +$452K | 0.01% | 851 |
|
|
2023
Q4 | $8.22M | Buy |
21,047
+2,885
| +16% | +$1M | 0.02% | 830 |
|
|
2023
Q3 | $5.74M | Buy |
18,162
+376
| +2% | +$128K | 0.01% | 964 |
|
|
2023
Q2 | $6.18M | Sell |
17,786
-632
| -3% | -$200K | 0.01% | 922 |
|
|
2023
Q1 | $5.64K | Buy |
18,418
+1,522
| +9% | +$460K | 0.01% | 955 |
|
|
2022
Q4 | $4.71M | Sell |
16,896
-411
| -2% | -$112K | 0.01% | 997 |
|
|
2022
Q3 | $4.21M | Buy |
17,307
+1,648
| +11% | +$479K | 0.01% | 982 |
|
|
2022
Q2 | $4.26M | Sell |
15,659
-6,376
| -29% | -$1.91M | 0.01% | 974 |
|
|
2022
Q1 | $7.43M | Buy |
22,035
+3,453
| +19% | +$1.16M | 0.02% | 755 |
|
|
2021
Q4 | $7.26M | Buy |
18,582
+2,170
| +13% | +$837K | 0.02% | 737 |
|
|
2021
Q3 | $5.83M | Buy |
16,412
+335
| +2% | +$126K | 0.01% | 792 |
|
|
2021
Q2 | $5.83M | Buy |
16,077
+1,064
| +7% | +$354K | 0.01% | 786 |
|
|
2021
Q1 | $4.48M | Buy |
15,013
+6,120
| +69% | +$1.72M | 0.01% | 836 |
|
|
2020
Q4 | $2.58M | Buy |
8,893
+1,158
| +15% | +$324K | 0.01% | 1077 |
|
|
2020
Q3 | $2.24M | Buy |
7,735
+1,359
| +21% | +$388K | 0.01% | 1031 |
|
|
2020
Q2 | $1.75M | Buy |
6,376
+139
| +2% | +$35.3K | 0.01% | 1096 |
|
|
2020
Q1 | $1.32M | Buy |
6,237
+1,002
| +19% | +$244K | 0.01% | 1122 |
|
|
2019
Q4 | $1.24M | Sell |
5,235
-265
| -5% | -$58.9K | ﹤0.01% | 1295 |
|
|
2019
Q3 | $1.13M | Sell |
5,500
-160
| -3% | -$33.5K | ﹤0.01% | 1294 |
|
|
2019
Q2 | $1.1M | Buy |
5,660
+340
| +6% | +$64.5K | ﹤0.01% | 1289 |
|
|
2019
Q1 | $963K | Sell |
5,320
-271
| -5% | -$44.5K | ﹤0.01% | 1324 |
|
|
2018
Q4 | $783K | Sell |
5,591
-292
| -5% | -$44K | ﹤0.01% | 1353 |
|
|
2018
Q3 | $983K | Buy |
5,883
+343
| +6% | +$60.3K | ﹤0.01% | 1311 |
|
|
2018
Q2 | $945K | Buy |
5,540
+428
| +8% | +$72.4K | ﹤0.01% | 1310 |
|
|
2018
Q1 | $824K | Buy |
5,112
+215
| +4% | +$34.8K | ﹤0.01% | 1366 |
|
|
2017
Q4 | $723K | Buy |
4,897
+457
| +10% | +$67K | ﹤0.01% | 1423 |
|
|
2017
Q3 | $618K | Sell |
4,440
-3,042
| -41% | -$400K | ﹤0.01% | 1480 |
|
|
2017
Q2 | $910K | Buy |
7,482
+1,082
| +17% | +$127K | 0.01% | 1190 |
|
|
2017
Q1 | $717K | Buy |
6,400
+2,902
| +83% | +$311K | ﹤0.01% | 1288 |
|
|
2016
Q4 | $330K | Sell |
3,498
-412
| -11% | -$41.6K | ﹤0.01% | 1713 |
|
|
2016
Q3 | $423K | Buy |
3,910
+358
| +10% | +$37.6K | ﹤0.01% | 1476 |
|
|
2016
Q2 | $333K | Buy |
3,552
+27
| +0.8% | +$2.61K | ﹤0.01% | 1597 |
|
|
2016
Q1 | $340K | Sell |
3,525
-254
| -7% | -$22.8K | ﹤0.01% | 1552 |
|
|
2015
Q4 | $379K | Sell |
3,779
-175
| -4% | -$17.5K | ﹤0.01% | 1448 |
|
|
2015
Q3 | $388K | Buy |
3,954
+215
| +6% | +$22.9K | ﹤0.01% | 1390 |
|
|
2015
Q2 | $404K | Buy |
3,739
+34
| +0.9% | +$3.66K | ﹤0.01% | 1463 |
|
|
2015
Q1 | $385K | Hold |
3,705
| – | – | ﹤0.01% | 1473 |
|
|
2014
Q4 | $355K | Buy |
3,705
+11
| +0.3% | +$1.07K | ﹤0.01% | 1461 |
|
|
2014
Q3 | $349K | Sell |
3,694
-108
| -3% | -$9.9K | ﹤0.01% | 1455 |
|
|
2014
Q2 | $333K | Buy |
3,802
+212
| +6% | +$17.5K | ﹤0.01% | 1474 |
|
|
2014
Q1 | $285K | Buy |
3,590
+570
| +19% | +$44.6K | ﹤0.01% | 1513 |
|
|
2013
Q4 | $237K | Buy |
+3,020
| New | +$221K | ﹤0.01% | 1606 |
|
Other funds holding MCO
Commonwealth Equity Services's MCO Position: Q2 2026 in Review
Commonwealth Equity Services reduced its Moody's (MCO) stake by 9.9% in Q2 2026, selling an estimated $1.08M and leaving 21,901 shares worth $9.92M. The position accounts for 0.01% of the portfolio, ranked #947.
Commonwealth Equity Services first reported a position in MCO in Q4 2013 and has held it in 51 quarters since. The position peaked at $12.5M in Q2 2025. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- Commonwealth Equity Services held 21,901 shares of Moody's worth $9.92M as of Q2 2026.
- Commonwealth Equity Services sold 2,413 Moody's shares in Q2 2026, an estimated $1.08M.
- Moody's made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #947 holding.
- Commonwealth Equity Services first reported a position in Moody's in Q4 2013 and has held it in 51 quarters since.
- Commonwealth Equity Services's Moody's position peaked at $12.5M in Q2 2025.
- 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.