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CoreCap Advisors’s Moody's MCO Stock Holding History

CoreCap Advisors’s Portfolio MCO Stock Details MCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$152K Buy
336
+5
+2% +$2.25K ﹤0.01% 956
2026
Q1 		$144K Buy
331
+14
+4% +$6.62K ﹤0.01% 904
2025
Q4 		$162K Buy
317
+8
+3% +$3.9K 0.01% 862
2025
Q3 		$147K Sell
309
-1
-0.3% -$504 0.01% 896
2025
Q2 		$155K Sell
310
-28
-8% -$13K 0.01% 834
2025
Q1 		$157K Buy
338
+34
+11% +$16.4K 0.01% 741
2024
Q4 		$144K Buy
304
+8
+3% +$3.82K 0.01% 799
2024
Q3 		$140K Buy
+296
New +$137K 0.01% 797
2024
Q2 		– Sell
-265
Closed -$104K – 2207
2024
Q1 		$104K Buy
+265
New +$102K 0.01% 825
2022
Q4 		$73.6K Buy
+264
New +$72.2K 0.01% 846
2022
Q3 		– Sell
-264
Closed -$72K – 1439
2022
Q2 		$72K Buy
+264
New +$79K 0.01% 813
2022
Q1 		– Sell
-264
Closed -$103K – 1437
2021
Q4 		$103K Buy
+264
New +$102K 0.01% 734

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

CoreCap Advisors's MCO Position: Q2 2026 in Review

CoreCap Advisors increased its Moody's (MCO) stake by 1.5% in Q2 2026, buying an estimated $2.25K and bringing the position to 336 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

CoreCap Advisors first reported a position in MCO in Q4 2021 and has held it in 12 quarters since. The position peaked at $162K in Q4 2025. 199 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • CoreCap Advisors held 336 shares of Moody's worth $152K as of Q2 2026.
  • CoreCap Advisors bought 5 Moody's shares in Q2 2026, an estimated $2.25K.
  • Moody's made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #956 holding.
  • CoreCap Advisors first reported a position in Moody's in Q4 2021 and has held it in 12 quarters since.
  • CoreCap Advisors's Moody's position peaked at $162K in Q4 2025.
  • 199 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.