Lloyd 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
$1.36K Buy
+3
New +$1.35K ﹤0.01% 545
2022
Q2
– Sell
-513
Closed -$173K – 359
2022
Q1
$173K Buy
513
+42
+9% +$14.1K 0.08% 108
2021
Q4
$184K Buy
471
+33
+8% +$12.7K 0.08% 94
2021
Q3
$156K Buy
438
+173
+65% +$65.2K 0.08% 101
2021
Q2
$96K Buy
265
+76
+40% +$25.3K 0.05% 122
2021
Q1
$57K Buy
189
+146
+340% +$41.1K 0.03% 131
2020
Q4
$13K Hold
43
– – 0.01% 189
2020
Q3
$12K Buy
+43
New +$12.3K 0.01% 178

Other funds holding MCO

Lloyd Advisory Services's MCO Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Moody's (MCO) in Q2 2026: 3 shares worth $1.36K. The stake represents ﹤0.01% of the portfolio and ranks #545 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in MCO as recently as Q1 2022.

Lloyd Advisory Services first reported a position in MCO in Q3 2020 and has held it in 8 quarters since. The position peaked at $184K in Q4 2021. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Lloyd Advisory Services held 3 shares of Moody's worth $1.36K as of Q2 2026.
  • Moody's was a new Lloyd Advisory Services position in Q2 2026.
  • Moody's made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #545 holding.
  • Lloyd Advisory Services first reported a position in Moody's in Q3 2020 and has held it in 8 quarters since.
  • Lloyd Advisory Services's Moody's position peaked at $184K in Q4 2021.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.