Krilogy Financial’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
$1.36M Buy
2,999
+797
+36% +$358K 0.04% 312
2026
Q1
$988K Buy
2,202
+1,002
+84% +$474K 0.03% 373
2025
Q4
$631K Buy
1,200
+114
+10% +$55.6K 0.02% 476
2025
Q3
$528K Buy
+1,086
New +$547K 0.02% 513
2020
Q2
Sell
-2,826
Closed -$598K 230
2020
Q1
$598K Buy
+2,826
New +$687K 0.11% 105

Other funds holding MCO

Krilogy Financial's MCO Position: Q2 2026 in Review

Krilogy Financial increased its Moody's (MCO) stake by 36% in Q2 2026, buying an estimated $358K and bringing the position to 2,999 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #312.

Krilogy Financial first reported a position in MCO in Q1 2020 and has held it in 5 quarters since. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Krilogy Financial held 2,999 shares of Moody's worth $1.36M as of Q2 2026.
  • Krilogy Financial bought 797 Moody's shares in Q2 2026, an estimated $358K.
  • Moody's made up 0.04% of Krilogy Financial's portfolio in Q2 2026, its #312 holding.
  • Krilogy Financial first reported a position in Moody's in Q1 2020 and has held it in 5 quarters since.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.