Kesler Norman & Wride’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
$257K Sell
568
-180
-24% -$80.8K 0.04% 247
2026
Q1
$326K Sell
748
-406
-35% -$192K 0.06% 216
2025
Q4
$590K Buy
1,154
+116
+11% +$56.6K 0.1% 180
2025
Q3
$492K Sell
1,038
-1,000
-49% -$504K 0.1% 175
2025
Q2
$1.02M Buy
2,038
+236
+13% +$109K 0.18% 118
2025
Q1
$839K Buy
1,802
+764
+74% +$368K 0.16% 137
2024
Q4
$492K Buy
+1,038
New +$495K 0.11% 170

Other funds holding MCO

Kesler Norman & Wride's MCO Position: Q2 2026 in Review

Kesler Norman & Wride reduced its Moody's (MCO) stake by 24% in Q2 2026, selling an estimated $80.8K and leaving 568 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #247.

Kesler Norman & Wride first reported a position in MCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q2 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Kesler Norman & Wride held 568 shares of Moody's worth $257K as of Q2 2026.
  • Kesler Norman & Wride sold 180 Moody's shares in Q2 2026, an estimated $80.8K.
  • Moody's made up 0.04% of Kesler Norman & Wride's portfolio in Q2 2026, its #247 holding.
  • Kesler Norman & Wride first reported a position in Moody's in Q4 2024 and has held it in 7 quarters since.
  • Kesler Norman & Wride's Moody's position peaked at $1.02M in Q2 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.