Lineweaver Wealth Advisors’s Moody's MCO Stock Holding History

Lineweaver Wealth Advisors’s Portfolio MCO Stock Details MCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$728K	Buy	1,608 +20	+1%	+$8.98K	0.09%	129
2026 Q1	$693K	Sell	1,588 -14	-0.9%	-$6.62K	0.09%	122
2025 Q4	$818K	Hold	1,602	–	–	0.11%	119
2025 Q3	$763K	Hold	1,602	–	–	0.11%	114
2025 Q2	$804K	Sell	1,602 -448	-22%	-$208K	0.13%	106
2025 Q1	$955K	Sell	2,050 -954	-32%	-$460K	0.16%	92
2024 Q4	$1.42M	Sell	3,004 -3	-0.1%	-$1.43K	0.26%	76
2024 Q3	$1.43M	Buy	3,007 +7	+0.2%	+$3.24K	0.27%	68
2024 Q2	$1.26M	Sell	3,000 -1,647	-35%	-$655K	0.26%	71
2024 Q1	$1.83M	Buy	4,647 +10	+0.2%	+$3.86K	0.43%	47
2023 Q4	$1.81M	Hold	4,637	–	–	0.47%	45
2023 Q3	$1.47M	Hold	4,637	–	–	0.43%	48
2023 Q2	$1.61M	Hold	4,637	–	–	0.46%	47
2023 Q1	$1.42M	Sell	4,637 -315	-6%	-$95.2K	0.44%	53
2022 Q4	$1.38M	Hold	4,952	–	–	0.42%	51
2022 Q3	$1.2M	Hold	4,952	–	–	0.39%	54
2022 Q2	$1.35M	Hold	4,952	–	–	0.44%	45
2022 Q1	$1.67M	Hold	4,952	–	–	0.48%	41
2021 Q4	$1.93M	Hold	4,952	–	–	0.56%	32
2021 Q3	$1.76M	Buy	+4,952	New	+$1.87M	0.54%	34

Other funds holding MCO

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

HHAA

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Lineweaver Wealth Advisors's MCO Position: Q2 2026 in Review

Lineweaver Wealth Advisors increased its Moody's (MCO) stake by 1.3% in Q2 2026, buying an estimated $8.98K and bringing the position to 1,608 shares worth $728K. The position accounts for 0.09% of the portfolio, ranked #129.

Lineweaver Wealth Advisors first reported a position in MCO in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.93M in Q4 2021. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Lineweaver Wealth Advisors held 1,608 shares of Moody's worth $728K as of Q2 2026.
Lineweaver Wealth Advisors bought 20 Moody's shares in Q2 2026, an estimated $8.98K.
Moody's made up 0.09% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #129 holding.
Lineweaver Wealth Advisors first reported a position in Moody's in Q3 2021 and has held it in 20 quarters since.
Lineweaver Wealth Advisors's Moody's position peaked at $1.93M in Q4 2021.
262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.