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GoalVest Advisory’s Moody's MCO Stock Holding History

GoalVest Advisory’s Portfolio MCO Stock Details MCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.98K Buy
+11
New +$4.94K ﹤0.01% 381
2024
Q2 		– Sell
-4
Closed -$1.57K – 372
2024
Q1 		$1.57K Sell
4
-43
-91% -$16.6K ﹤0.01% 376
2023
Q4 		$18.4K Sell
47
-147
-76% -$51.1K 0.01% 211
2023
Q3 		$61.3K Buy
194
+63
+48% +$21.4K 0.03% 129
2023
Q2 		$45.6K Buy
+131
New +$41.5K 0.02% 145

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

GoalVest Advisory's MCO Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Moody's (MCO) in Q2 2026: 11 shares worth $4.98K. The stake represents ﹤0.01% of the portfolio and ranks #381 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in MCO as recently as Q1 2024.

GoalVest Advisory first reported a position in MCO in Q2 2023 and has held it in 5 quarters since. The position peaked at $61.3K in Q3 2023. 193 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • GoalVest Advisory held 11 shares of Moody's worth $4.98K as of Q2 2026.
  • Moody's was a new GoalVest Advisory position in Q2 2026.
  • Moody's made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #381 holding.
  • GoalVest Advisory first reported a position in Moody's in Q2 2023 and has held it in 5 quarters since.
  • GoalVest Advisory's Moody's position peaked at $61.3K in Q3 2023.
  • 193 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.