Keating Financial 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
Q2
$71.1K Buy
157
+52
+50% +$23.4K 0.01% 590
2026
Q1
$45.8K Buy
105
+25
+31% +$11.8K 0.01% 635
2025
Q4
$40.9K Buy
+80
New +$39K 0.01% 699

Other funds holding MCO

Keating Financial Advisory Services's MCO Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Moody's (MCO) stake by 50% in Q2 2026, buying an estimated $23.4K and bringing the position to 157 shares worth $71.1K. The position accounts for 0.01% of the portfolio, ranked #590.

Keating Financial Advisory Services first reported a position in MCO in Q4 2025 and has held it in 3 quarters since. 1,408 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Keating Financial Advisory Services held 157 shares of Moody's worth $71.1K as of Q2 2026.
  • Keating Financial Advisory Services bought 52 Moody's shares in Q2 2026, an estimated $23.4K.
  • Moody's made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #590 holding.
  • Keating Financial Advisory Services first reported a position in Moody's in Q4 2025 and has held it in 3 quarters since.
  • 1,408 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.