Ellevest Inc’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 | $654K | Buy |
1,451
+316
| +28% | +$142K | 0.08% | 190 |
|
|
2026
Q1 | $495K | Sell |
1,135
-51
| -4% | -$24.1K | 0.07% | 232 |
|
|
2025
Q4 | $606K | Buy |
1,186
+1
| +0.1% | +$488 | 0.08% | 173 |
|
|
2025
Q3 | $564K | Sell |
1,185
-284
| -19% | -$143K | 0.08% | 200 |
|
|
2025
Q2 | $737K | Sell |
1,469
-112
| -7% | -$51.9K | 0.12% | 129 |
|
|
2025
Q1 | $736K | Sell |
1,581
-64
| -4% | -$30.8K | 0.05% | 139 |
|
|
2024
Q4 | $779K | Buy |
1,645
+11
| +0.7% | +$5.25K | 0.04% | 132 |
|
|
2024
Q3 | $776K | Sell |
1,634
-56
| -3% | -$26K | 0.04% | 144 |
|
|
2024
Q2 | $711K | Buy |
1,690
+96
| +6% | +$38.2K | 0.04% | 146 |
|
|
2024
Q1 | $626K | Buy |
1,594
+32
| +2% | +$12.3K | 0.04% | 158 |
|
|
2023
Q4 | $610K | Sell |
1,562
-49
| -3% | -$17K | 0.04% | 149 |
|
|
2023
Q3 | $509K | Buy |
1,611
+132
| +9% | +$44.9K | 0.04% | 142 |
|
|
2023
Q2 | $514K | Buy |
1,479
+22
| +2% | +$6.97K | 0.04% | 151 |
|
|
2023
Q1 | $446K | Buy |
1,457
+360
| +33% | +$109K | 0.03% | 156 |
|
|
2022
Q4 | $306K | Buy |
1,097
+255
| +30% | +$69.7K | 0.03% | 224 |
|
|
2022
Q3 | $205K | Sell |
842
-84
| -9% | -$24.4K | 0.02% | 269 |
|
|
2022
Q2 | $252K | Buy |
926
+346
| +60% | +$104K | 0.02% | 236 |
|
|
2022
Q1 | $196K | Buy |
580
+54
| +10% | +$18.2K | 0.02% | 315 |
|
|
2021
Q4 | $206K | Buy |
526
+75
| +17% | +$28.9K | 0.02% | 288 |
|
|
2021
Q3 | $160K | Sell |
451
-21
| -4% | -$7.91K | 0.02% | 316 |
|
|
2021
Q2 | $171K | Buy |
472
+2
| +0.4% | +$666 | 0.02% | 290 |
|
|
2021
Q1 | $140K | Sell |
470
-13
| -3% | -$3.66K | 0.02% | 290 |
|
|
2020
Q4 | $140K | Sell |
483
-96
| -17% | -$26.8K | 0.02% | 245 |
|
|
2020
Q3 | $168K | Sell |
579
-64
| -10% | -$18.3K | 0.03% | 149 |
|
|
2020
Q2 | $177K | Buy |
643
+140
| +28% | +$35.6K | 0.04% | 127 |
|
|
2020
Q1 | $106K | Buy |
503
+25
| +5% | +$6.08K | 0.03% | 132 |
|
|
2019
Q4 | $113K | Buy |
478
+117
| +32% | +$26K | 0.03% | 98 |
|
|
2019
Q3 | $74K | Buy |
361
+9
| +3% | +$1.89K | 0.03% | 100 |
|
|
2019
Q2 | $69K | Hold |
352
| – | – | 0.03% | 98 |
|
|
2019
Q1 | $64K | Hold |
352
| – | – | 0.03% | 78 |
|
|
2018
Q4 | $49K | Buy |
+352
| New | +$53.1K | 0.02% | 185 |
|
Other funds holding MCO
Ellevest Inc's MCO Position: Q2 2026 in Review
Ellevest Inc increased its Moody's (MCO) stake by 28% in Q2 2026, buying an estimated $142K and bringing the position to 1,451 shares worth $654K. The position accounts for 0.08% of the portfolio, ranked #190.
Ellevest Inc first reported a position in MCO in Q4 2018 and has held it in 31 quarters since. The position peaked at $779K in Q4 2024. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- Ellevest Inc held 1,451 shares of Moody's worth $654K as of Q2 2026.
- Ellevest Inc bought 316 Moody's shares in Q2 2026, an estimated $142K.
- Moody's made up 0.08% of Ellevest Inc's portfolio in Q2 2026, its #190 holding.
- Ellevest Inc first reported a position in Moody's in Q4 2018 and has held it in 31 quarters since.
- Ellevest Inc's Moody's position peaked at $779K in Q4 2024.
- 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.