Congress Wealth Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
Other funds holding MCO
Congress Wealth Management's MCO Position: Q2 2025 in Review
Congress Wealth Management increased its Moody's (MCO) stake by 1.3% in Q2 2025, buying an estimated $212K and bringing the position to 36,771 shares worth $18.4M. The position accounts for 0.18% of the portfolio, ranked #138.
Congress Wealth Management first reported a position in MCO in Q2 2023 and has held it in 9 quarters since. 1,348 funds tracked by Wall St. Rank hold MCO as of Q2 2025.
- Congress Wealth Management held 36,771 shares of Moody's worth $18.4M as of Q2 2025.
- Congress Wealth Management bought 457 Moody's shares in Q2 2025, an estimated $212K.
- Moody's made up 0.18% of Congress Wealth Management's portfolio in Q2 2025, its #138 holding.
- Congress Wealth Management first reported a position in Moody's in Q2 2023 and has held it in 9 quarters since.
- 1,348 funds tracked by Wall St. Rank held Moody's as of Q2 2025.
Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.