Frank Rimerman Advisors’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
$1.38M Buy
3,049
+12
+0.4% +$5.39K 0.08% 188
2026
Q1
$1.32M Buy
3,037
+35
+1% +$16.6K 0.09% 190
2025
Q4
$1.53M Buy
3,002
+43
+1% +$21K 0.1% 165
2025
Q3
$1.41M Sell
2,959
-79
-3% -$39.8K 0.09% 170
2025
Q2
$1.52M Buy
3,038
+3
+0.1% +$1.39K 0.1% 149
2025
Q1
$1.41M Buy
3,035
+52
+2% +$25.1K 0.11% 150
2024
Q4
$1.41M Sell
2,983
-1,316
-31% -$628K 0.1% 144
2024
Q3
$2.04M Buy
4,299
+35
+0.8% +$16.2K 0.14% 116
2024
Q2
$1.79M Buy
+4,264
New +$1.7M 0.13% 129

Other funds holding MCO

Frank Rimerman Advisors's MCO Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Moody's (MCO) stake by 0.4% in Q2 2026, buying an estimated $5.39K and bringing the position to 3,049 shares worth $1.38M. The position accounts for 0.08% of the portfolio, ranked #188.

Frank Rimerman Advisors first reported a position in MCO in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.04M in Q3 2024. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Frank Rimerman Advisors held 3,049 shares of Moody's worth $1.38M as of Q2 2026.
  • Frank Rimerman Advisors bought 12 Moody's shares in Q2 2026, an estimated $5.39K.
  • Moody's made up 0.08% of Frank Rimerman Advisors's portfolio in Q2 2026, its #188 holding.
  • Frank Rimerman Advisors first reported a position in Moody's in Q2 2024 and has held it in 9 quarters since.
  • Frank Rimerman Advisors's Moody's position peaked at $2.04M in Q3 2024.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.