Continuum Advisory’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
Q1
$495K Buy
+1,134
New +$536K 0.05% 282
2025
Q2
Sell
-11
Closed -$5.12K 1111
2025
Q1
$5.12K Hold
11
﹤0.01% 1108
2024
Q4
$5.21K Buy
11
+7
+175% +$3.34K ﹤0.01% 1132
2024
Q3
$1.93K Buy
4
+2
+100% +$927 ﹤0.01% 1436
2024
Q2
$842 Hold
2
﹤0.01% 1502
2024
Q1
$803 Buy
+2
New +$771 ﹤0.01% 1509

Other funds holding MCO

Continuum Advisory's MCO Position: Q1 2026 in Review

Continuum Advisory opened a new position in Moody's (MCO) in Q1 2026: 1,134 shares worth $495K. The stake represents 0.05% of the portfolio and ranks #282 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in MCO as recently as Q1 2025.

Continuum Advisory first reported a position in MCO in Q1 2024 and has held it in 6 quarters since. 1,374 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Continuum Advisory held 1,134 shares of Moody's worth $495K as of Q1 2026.
  • Moody's was a new Continuum Advisory position in Q1 2026.
  • Moody's made up 0.05% of Continuum Advisory's portfolio in Q1 2026, its #282 holding.
  • Continuum Advisory first reported a position in Moody's in Q1 2024 and has held it in 6 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.