D.A. Davidson & Co’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 | $2.71M | Buy |
5,994
+116
| +2% | +$52.1K | 0.02% | 642 |
|
|
2026
Q1 | $2.56M | Sell |
5,878
-123
| -2% | -$58.2K | 0.02% | 612 |
|
|
2025
Q4 | $3.07M | Buy |
6,001
+837
| +16% | +$408K | 0.02% | 530 |
|
|
2025
Q3 | $2.46M | Buy |
5,164
+184
| +4% | +$92.8K | 0.02% | 581 |
|
|
2025
Q2 | $2.5M | Buy |
4,980
+1,245
| +33% | +$577K | 0.02% | 541 |
|
|
2025
Q1 | $1.74M | Buy |
3,735
+529
| +17% | +$255K | 0.01% | 606 |
|
|
2024
Q4 | $1.52M | Buy |
3,206
+326
| +11% | +$156K | 0.01% | 648 |
|
|
2024
Q3 | $1.37M | Buy |
2,880
+248
| +9% | +$115K | 0.01% | 666 |
|
|
2024
Q2 | $1.11M | Buy |
2,632
+101
| +4% | +$40.2K | 0.01% | 701 |
|
|
2024
Q1 | $995K | Buy |
2,531
+391
| +18% | +$151K | 0.01% | 742 |
|
|
2023
Q4 | $836K | Buy |
2,140
+452
| +27% | +$157K | 0.01% | 770 |
|
|
2023
Q3 | $534K | Buy |
1,688
+484
| +40% | +$165K | 0.01% | 880 |
|
|
2023
Q2 | $419K | Buy |
1,204
+268
| +29% | +$85K | ﹤0.01% | 970 |
|
|
2023
Q1 | $287K | Buy |
936
+8
| +0.9% | +$2.42K | ﹤0.01% | 1093 |
|
|
2022
Q4 | $259K | Buy |
+928
| New | +$254K | ﹤0.01% | 1111 |
|
|
2022
Q2 | – | Sell |
-635
| Closed | -$215K | – | 1330 |
|
|
2022
Q1 | $215K | Sell |
635
-48
| -7% | -$16.1K | ﹤0.01% | 1181 |
|
|
2021
Q4 | $267K | Sell |
683
-283
| -29% | -$109K | ﹤0.01% | 1091 |
|
|
2021
Q3 | $343K | Sell |
966
-6
| -0.6% | -$2.26K | ﹤0.01% | 961 |
|
|
2021
Q2 | $352K | Buy |
972
+81
| +9% | +$27K | ﹤0.01% | 934 |
|
|
2021
Q1 | $266K | Buy |
891
+122
| +16% | +$34.4K | ﹤0.01% | 995 |
|
|
2020
Q4 | $223K | Buy |
+769
| New | +$215K | ﹤0.01% | 943 |
|
|
2019
Q2 | – | Sell |
-84,021
| Closed | -$15.2M | – | 1094 |
|
|
2019
Q1 | $15.2M | Buy |
84,021
+14,952
| +22% | +$2.46M | 0.26% | 69 |
|
|
2018
Q4 | $9.67M | Buy |
69,069
+1,336
| +2% | +$202K | 0.19% | 90 |
|
|
2018
Q3 | $11.3M | Buy |
67,733
+9,202
| +16% | +$1.62M | 0.2% | 89 |
|
|
2018
Q2 | $9.98M | Buy |
58,531
+5,376
| +10% | +$910K | 0.2% | 96 |
|
|
2018
Q1 | $8.57M | Buy |
53,155
+7,173
| +16% | +$1.16M | 0.18% | 98 |
|
|
2017
Q4 | $6.79M | Buy |
45,982
+3,521
| +8% | +$516K | 0.14% | 125 |
|
|
2017
Q3 | $5.91M | Buy |
42,461
+2,459
| +6% | +$323K | 0.12% | 183 |
|
|
2017
Q2 | $4.87M | Buy |
40,002
+3,112
| +8% | +$364K | 0.11% | 159 |
|
|
2017
Q1 | $4.13M | Buy |
36,890
+3,771
| +11% | +$404K | 0.1% | 165 |
|
|
2016
Q4 | $3.12M | Buy |
33,119
+1,489
| +5% | +$150K | 0.07% | 268 |
|
|
2016
Q3 | $3.42M | Buy |
31,630
+1,396
| +5% | +$147K | 0.09% | 224 |
|
|
2016
Q2 | $2.83M | Buy |
30,234
+2,778
| +10% | +$268K | 0.08% | 227 |
|
|
2016
Q1 | $2.65M | Buy |
27,456
+7,301
| +36% | +$656K | 0.08% | 228 |
|
|
2015
Q4 | $2.02M | Buy |
20,155
+900
| +5% | +$90.2K | 0.07% | 270 |
|
|
2015
Q3 | $1.89M | Buy |
19,255
+355
| +2% | +$37.8K | 0.07% | 278 |
|
|
2015
Q2 | $2.04M | Buy |
18,900
+147
| +0.8% | +$15.8K | 0.07% | 264 |
|
|
2015
Q1 | $1.94M | Sell |
18,753
-107
| -0.6% | -$10.3K | 0.06% | 274 |
|
|
2014
Q4 | $1.8M | Buy |
18,860
+281
| +2% | +$27.2K | 0.06% | 294 |
|
|
2014
Q3 | $1.75M | Buy |
18,579
+252
| +1% | +$23.1K | 0.06% | 293 |
|
|
2014
Q2 | $1.6M | Buy |
18,327
+1,016
| +6% | +$83.7K | 0.05% | 315 |
|
|
2014
Q1 | $1.37M | Buy |
17,311
+15,010
| +652% | +$1.18M | 0.05% | 328 |
|
|
2013
Q4 | $179K | Buy |
2,301
+1,997
| +657% | +$146K | 0.01% | 869 |
|
|
2013
Q3 | $21K | Hold |
304
| – | – | ﹤0.01% | 1328 |
|
|
2013
Q2 | $18K | Buy |
+304
| New | +$18.4K | ﹤0.01% | 1325 |
|
Other funds holding MCO
D.A. Davidson & Co's MCO Position: Q2 2026 in Review
D.A. Davidson & Co increased its Moody's (MCO) stake by 2% in Q2 2026, buying an estimated $52.1K and bringing the position to 5,994 shares worth $2.71M. The position accounts for 0.02% of the portfolio, ranked #642.
D.A. Davidson & Co first reported a position in MCO in Q2 2013 and has held it in 45 quarters since. The position peaked at $15.2M in Q1 2019. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- D.A. Davidson & Co held 5,994 shares of Moody's worth $2.71M as of Q2 2026.
- D.A. Davidson & Co bought 116 Moody's shares in Q2 2026, an estimated $52.1K.
- Moody's made up 0.02% of D.A. Davidson & Co's portfolio in Q2 2026, its #642 holding.
- D.A. Davidson & Co first reported a position in Moody's in Q2 2013 and has held it in 45 quarters since.
- D.A. Davidson & Co's Moody's position peaked at $15.2M in Q1 2019.
- 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.