Diversify Advisory Services’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
$605K Buy
1,245
+761
+157% +$342K 0.01% 811
2026
Q1
$223K Sell
484
-855
-64% -$404K 0.03% 197
2025
Q4
$722K Sell
1,339
-368
-22% -$180K 0.02% 490
2025
Q3
$830K Sell
1,707
-626
-27% -$316K 0.03% 416
2025
Q2
$1.2M Buy
2,333
+1,289
+123% +$597K 0.05% 288
2025
Q1
$466K Buy
+1,044
New +$503K 0.03% 369

Other funds holding MCO

Diversify Advisory Services's MCO Position: Q2 2026 in Review

Diversify Advisory Services increased its Moody's (MCO) stake by 157% in Q2 2026, buying an estimated $342K and bringing the position to 1,245 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #811.

Diversify Advisory Services first reported a position in MCO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.2M in Q2 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Diversify Advisory Services held 1,245 shares of Moody's worth $605K as of Q2 2026.
  • Diversify Advisory Services bought 761 Moody's shares in Q2 2026, an estimated $342K.
  • Moody's made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #811 holding.
  • Diversify Advisory Services first reported a position in Moody's in Q1 2025 and has held it in 6 quarters since.
  • Diversify Advisory Services's Moody's position peaked at $1.2M in Q2 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.