Gladstone Institutional Advisory’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
$348K Buy
769
+2
+0.3% +$898 0.01% 701
2026
Q1
$335K Buy
767
+102
+15% +$48.3K 0.01% 637
2025
Q4
$340K Sell
665
-54
-8% -$26.3K 0.01% 604
2025
Q3
$343K Sell
719
-18
-2% -$9.07K 0.01% 603
2025
Q2
$370K Buy
737
+10
+1% +$4.63K 0.02% 570
2025
Q1
$339K Buy
727
+15
+2% +$7.23K 0.02% 558
2024
Q4
$337K Buy
712
+6
+0.8% +$2.86K 0.02% 555
2024
Q3
$335K Hold
706
0.02% 550
2024
Q2
$297K Sell
706
-3
-0.4% -$1.19K 0.02% 545
2024
Q1
$279K Sell
709
-31
-4% -$12K 0.02% 546
2023
Q4
$289K Buy
740
+35
+5% +$12.2K 0.02% 531
2023
Q3
$223K Sell
705
-2
-0.3% -$680 0.01% 556
2023
Q2
$246K Buy
707
+1
+0.1% +$317 0.02% 557
2023
Q1
$216K Sell
706
-13
-2% -$3.93K 0.01% 598
2022
Q4
$200K Buy
+719
New +$197K 0.01% 603
2022
Q3
Sell
-763
Closed -$208K 660
2022
Q2
$208K Sell
763
-68
-8% -$20.3K 0.02% 599
2022
Q1
$280K Sell
831
-7
-0.8% -$2.35K 0.02% 570
2021
Q4
$327K Sell
838
-101
-11% -$39K 0.03% 457
2021
Q3
$333K Buy
939
+77
+9% +$29K 0.03% 407
2021
Q2
$312K Buy
+862
New +$287K 0.04% 389

Other funds holding MCO

Gladstone Institutional Advisory's MCO Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Moody's (MCO) stake by 0.26% in Q2 2026, buying an estimated $898 and bringing the position to 769 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #701.

Gladstone Institutional Advisory first reported a position in MCO in Q2 2021 and has held it in 20 quarters since. The position peaked at $370K in Q2 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Gladstone Institutional Advisory held 769 shares of Moody's worth $348K as of Q2 2026.
  • Gladstone Institutional Advisory bought 2 Moody's shares in Q2 2026, an estimated $898.
  • Moody's made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #701 holding.
  • Gladstone Institutional Advisory first reported a position in Moody's in Q2 2021 and has held it in 20 quarters since.
  • Gladstone Institutional Advisory's Moody's position peaked at $370K in Q2 2025.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.