Endowment Wealth Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
Other funds holding MCO
Endowment Wealth Management's MCO Position: Q2 2026 in Review
Endowment Wealth Management increased its Moody's (MCO) stake by 1.2% in Q2 2026, buying an estimated $3.14K and bringing the position to 578 shares worth $262K. The position accounts for 0.1% of the portfolio, ranked #139.
Endowment Wealth Management first reported a position in MCO in Q1 2025 and has held it in 6 quarters since. The position peaked at $307K in Q2 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- Endowment Wealth Management held 578 shares of Moody's worth $262K as of Q2 2026.
- Endowment Wealth Management bought 7 Moody's shares in Q2 2026, an estimated $3.14K.
- Moody's made up 0.1% of Endowment Wealth Management's portfolio in Q2 2026, its #139 holding.
- Endowment Wealth Management first reported a position in Moody's in Q1 2025 and has held it in 6 quarters since.
- Endowment Wealth Management's Moody's position peaked at $307K in Q2 2025.
- 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.