GC Wealth Management RIA’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
$310K Sell
685
-50
-7% -$22.5K 0.02% 408
2026
Q1
$321K Sell
735
-794
-52% -$376K 0.01% 422
2025
Q4
$781K Sell
1,529
-1,784
-54% -$870K 0.03% 273
2025
Q3
$1.58M Buy
3,313
+1,126
+51% +$568K 0.05% 245
2025
Q2
$1.1M Buy
2,187
+1,284
+142% +$595K 0.09% 196
2025
Q1
$421K Buy
+903
New +$435K 0.08% 203

Other funds holding MCO

GC Wealth Management RIA's MCO Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Moody's (MCO) stake by 6.8% in Q2 2026, selling an estimated $22.5K and leaving 685 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #408.

GC Wealth Management RIA first reported a position in MCO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.58M in Q3 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • GC Wealth Management RIA held 685 shares of Moody's worth $310K as of Q2 2026.
  • GC Wealth Management RIA sold 50 Moody's shares in Q2 2026, an estimated $22.5K.
  • Moody's made up 0.02% of GC Wealth Management RIA's portfolio in Q2 2026, its #408 holding.
  • GC Wealth Management RIA first reported a position in Moody's in Q1 2025 and has held it in 6 quarters since.
  • GC Wealth Management RIA's Moody's position peaked at $1.58M in Q3 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.