Essential Partners’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
$281K Buy
620
+346
+126% +$155K 0.13% 174
2026
Q1
$120K Buy
274
+231
+537% +$109K 0.04% 382
2025
Q4
$22K Sell
43
-36
-46% -$17.6K 0.01% 870
2025
Q3
$37.7K Buy
79
+7
+10% +$3.53K 0.01% 682
2025
Q2
$36.1K Buy
+72
New +$33.4K 0.01% 538

Other funds holding MCO

Essential Partners's MCO Position: Q2 2026 in Review

Essential Partners increased its Moody's (MCO) stake by 126% in Q2 2026, buying an estimated $155K and bringing the position to 620 shares worth $281K. The position accounts for 0.13% of the portfolio, ranked #174.

Essential Partners first reported a position in MCO in Q2 2025 and has held it in 5 quarters since. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Essential Partners held 620 shares of Moody's worth $281K as of Q2 2026.
  • Essential Partners bought 346 Moody's shares in Q2 2026, an estimated $155K.
  • Moody's made up 0.13% of Essential Partners's portfolio in Q2 2026, its #174 holding.
  • Essential Partners first reported a position in Moody's in Q2 2025 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 Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.