Connecticut Wealth Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
Other funds holding MCO
Connecticut Wealth Management's MCO Position: Q2 2026 in Review
Connecticut Wealth Management reduced its Moody's (MCO) stake by 9.4% in Q2 2026, selling an estimated $503K and leaving 10,826 shares worth $4.9M. The position accounts for 0.18% of the portfolio, ranked #59.
Connecticut Wealth Management first reported a position in MCO in Q2 2024 and has held it in 9 quarters since. The position peaked at $13.1M in Q2 2024. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- Connecticut Wealth Management held 10,826 shares of Moody's worth $4.9M as of Q2 2026.
- Connecticut Wealth Management sold 1,121 Moody's shares in Q2 2026, an estimated $503K.
- Moody's made up 0.18% of Connecticut Wealth Management's portfolio in Q2 2026, its #59 holding.
- Connecticut Wealth Management first reported a position in Moody's in Q2 2024 and has held it in 9 quarters since.
- Connecticut Wealth Management's Moody's position peaked at $13.1M in Q2 2024.
- 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.