Delta Asset Management’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
$9.06K Buy
+20
New +$8.98K ﹤0.01% 450
2024
Q3
Sell
-2
Closed -$842 628
2024
Q2
$842 Hold
2
﹤0.01% 594
2024
Q1
$786 Hold
2
﹤0.01% 613
2023
Q4
$781 Buy
+2
New +$695 ﹤0.01% 626
2020
Q1
Sell
-10
Closed -$2K 635
2019
Q4
$2K Buy
+10
New +$2.22K ﹤0.01% 582

Other funds holding MCO

Delta Asset Management's MCO Position: Q2 2026 in Review

Delta Asset Management opened a new position in Moody's (MCO) in Q2 2026: 20 shares worth $9.06K. The stake represents ﹤0.01% of the portfolio and ranks #450 among its holdings. This is a return to the name: Delta Asset Management previously reported a position in MCO as recently as Q2 2024.

Delta Asset Management first reported a position in MCO in Q4 2019 and has held it in 5 quarters since. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Delta Asset Management held 20 shares of Moody's worth $9.06K as of Q2 2026.
  • Moody's was a new Delta Asset Management position in Q2 2026.
  • Moody's made up ﹤0.01% of Delta Asset Management's portfolio in Q2 2026, its #450 holding.
  • Delta Asset Management first reported a position in Moody's in Q4 2019 and has held it in 5 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Delta Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.