IFP 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 | $2.03M | Buy |
4,491
+494
| +12% | +$222K | 0.04% | 478 |
|
|
2026
Q1 | $1.74M | Buy |
3,997
+156
| +4% | +$73.8K | 0.04% | 503 |
|
|
2025
Q4 | $1.96M | Sell |
3,841
-26
| -0.7% | -$12.7K | 0.04% | 424 |
|
|
2025
Q3 | $1.84M | Buy |
3,867
+40
| +1% | +$20.2K | 0.05% | 403 |
|
|
2025
Q2 | $2.03M | Sell |
3,827
-123
| -3% | -$57K | 0.06% | 354 |
|
|
2025
Q1 | $1.84M | Buy |
3,950
+2,221
| +128% | +$1.07M | 0.06% | 369 |
|
|
2024
Q4 | $820K | Sell |
1,729
-8
| -0.5% | -$3.82K | 0.03% | 576 |
|
|
2024
Q3 | $825K | Buy |
1,737
+22
| +1% | +$10.2K | 0.03% | 525 |
|
|
2024
Q2 | $722K | Buy |
1,715
+32
| +2% | +$12.7K | 0.03% | 535 |
|
|
2024
Q1 | $662K | Sell |
1,683
-16
| -0.9% | -$6.17K | 0.03% | 530 |
|
|
2023
Q4 | $664K | Buy |
1,699
+152
| +10% | +$52.8K | 0.03% | 495 |
|
|
2023
Q3 | $489K | Sell |
1,547
-333
| -18% | -$113K | 0.02% | 599 |
|
|
2023
Q2 | $654K | Buy |
1,880
+13
| +0.7% | +$4.12K | 0.03% | 557 |
|
|
2023
Q1 | $89.5K | Sell |
1,867
-1,373
| -42% | -$415K | ﹤0.01% | 1303 |
|
|
2022
Q4 | $297K | Sell |
3,240
-203
| -6% | -$55.5K | 0.01% | 1149 |
|
|
2022
Q3 | $308K | Buy |
3,443
+386
| +13% | +$112K | 0.01% | 1181 |
|
|
2022
Q2 | $277K | Hold |
3,057
| – | – | 0.01% | 1120 |
|
|
2022
Q1 | $277K | Buy |
3,057
+1,534
| +101% | +$516K | 0.01% | 1120 |
|
|
2021
Q4 | $614K | Sell |
1,523
-121
| -7% | -$46.7K | 0.01% | 525 |
|
|
2021
Q3 | $590K | Buy |
1,644
+229
| +16% | +$86.3K | 0.01% | 540 |
|
|
2021
Q2 | $514K | Buy |
1,415
+94
| +7% | +$31.3K | 0.01% | 543 |
|
|
2021
Q1 | $401K | Buy |
1,321
+173
| +15% | +$48.7K | 0.01% | 590 |
|
|
2020
Q4 | $338K | Buy |
1,148
+78
| +7% | +$21.8K | 0.01% | 622 |
|
|
2020
Q3 | $312K | Sell |
1,070
-11
| -1% | -$3.14K | 0.02% | 558 |
|
|
2020
Q2 | $291K | Buy |
1,081
+235
| +28% | +$59.7K | 0.02% | 548 |
|
|
2020
Q1 | $188K | Sell |
846
-163
| -16% | -$39.6K | 0.02% | 598 |
|
|
2019
Q4 | $234K | Sell |
1,009
-567
| -36% | -$126K | 0.02% | 616 |
|
|
2019
Q3 | $321K | Buy |
+1,576
| New | +$330K | 0.02% | 610 |
|
|
2019
Q1 | $47K | Sell |
261
-684
| -72% | -$112K | 0.01% | 993 |
|
|
2018
Q4 | $132K | Sell |
945
-450
| -32% | -$67.9K | 0.01% | 1056 |
|
|
2018
Q3 | $233K | Sell |
1,395
-73
| -5% | -$12.8K | 0.01% | 996 |
|
|
2018
Q2 | $250K | Buy |
1,468
+145
| +11% | +$24.5K | 0.01% | 953 |
|
|
2018
Q1 | $195K | Hold |
1,323
| – | – | 0.01% | 1005 |
|
|
2017
Q4 | $195K | Buy |
1,323
+48
| +4% | +$7.03K | 0.01% | 1008 |
|
|
2017
Q3 | $177K | Buy |
1,275
+130
| +11% | +$17.1K | 0.01% | 1210 |
|
|
2017
Q2 | $139K | Buy |
1,145
+502
| +78% | +$58.7K | 0.01% | 1339 |
|
|
2017
Q1 | $72K | Buy |
643
+5
| +0.8% | +$536 | ﹤0.01% | 1705 |
|
|
2016
Q4 | $60K | Sell |
638
-89
| -12% | -$8.98K | ﹤0.01% | 1766 |
|
|
2016
Q3 | $79K | Buy |
727
+1
| +0.1% | +$105 | ﹤0.01% | 1521 |
|
|
2016
Q2 | $68K | Buy |
726
+465
| +178% | +$44.9K | ﹤0.01% | 1574 |
|
|
2016
Q1 | $47K | Sell |
261
-480
| -65% | -$43.1K | 0.01% | 993 |
|
|
2015
Q4 | $74K | Buy |
+741
| New | +$74.3K | 0.01% | 1350 |
|
Other funds holding MCO
IFP Advisors's MCO Position: Q2 2026 in Review
IFP Advisors increased its Moody's (MCO) stake by 12% in Q2 2026, buying an estimated $222K and bringing the position to 4,491 shares worth $2.03M. The position accounts for 0.04% of the portfolio, ranked #478.
IFP Advisors first reported a position in MCO in Q4 2015 and has held it in 42 quarters since. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- IFP Advisors held 4,491 shares of Moody's worth $2.03M as of Q2 2026.
- IFP Advisors bought 494 Moody's shares in Q2 2026, an estimated $222K.
- Moody's made up 0.04% of IFP Advisors's portfolio in Q2 2026, its #478 holding.
- IFP Advisors first reported a position in Moody's in Q4 2015 and has held it in 42 quarters since.
- 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.