IMA Advisory Services’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
Q1
$436 Hold
1
﹤0.01% 878
2025
Q4
$510 Hold
1
﹤0.01% 860
2025
Q3
$476 Hold
1
﹤0.01% 412
2025
Q2
$502 Buy
+1
New +$463 ﹤0.01% 396

Other funds holding MCO

IMA Advisory Services's MCO Position: Q1 2026 in Review

IMA Advisory Services held its Moody's (MCO) position steady in Q1 2026 at 1 share worth $436. The position accounts for ﹤0.01% of the portfolio, ranked #878.

IMA Advisory Services first reported a position in MCO in Q2 2025 and has held it in 4 quarters since. The position peaked at $510 in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • IMA Advisory Services held 1 share of Moody's worth $436 as of Q1 2026.
  • IMA Advisory Services left its Moody's share count unchanged in Q1 2026.
  • Moody's made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #878 holding.
  • IMA Advisory Services first reported a position in Moody's in Q2 2025 and has held it in 4 quarters since.
  • IMA Advisory Services's Moody's position peaked at $510 in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.