Diversify Advisory Services’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
Other funds holding MCO
VCM
VPM
PAM
Diversify Advisory Services's MCO Position: Q1 2026 in Review
Diversify Advisory Services reduced its Moody's (MCO) stake by 64% in Q1 2026, selling an estimated $404K and leaving 484 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #197.
Diversify Advisory Services first reported a position in MCO in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.2M in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.
- Diversify Advisory Services held 484 shares of Moody's worth $223K as of Q1 2026.
- Diversify Advisory Services sold 855 Moody's shares in Q1 2026, an estimated $404K.
- Moody's made up 0.03% of Diversify Advisory Services's portfolio in Q1 2026, its #197 holding.
- Diversify Advisory Services first reported a position in Moody's in Q1 2025 and has held it in 5 quarters since.
- Diversify Advisory Services's Moody's position peaked at $1.2M in Q2 2025.
- 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.
Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.