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LVW Advisors’s Moody's MCO Stock Holding History

LVW 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 		$867K Sell
1,914
-73
-4% -$32.8K 0.07% 146
2026
Q1 		$867K Sell
1,987
-620
-24% -$293K 0.08% 129
2025
Q4 		$1.33M Buy
2,607
+163
+7% +$79.5K 0.14% 88
2025
Q3 		$1.16M Sell
2,444
-18
-0.7% -$9.07K 0.12% 92
2025
Q2 		$1.23M Buy
2,462
+121
+5% +$56K 0.13% 91
2025
Q1 		$1.09M Buy
2,341
+84
+4% +$40.5K 0.13% 98
2024
Q4 		$1.07M Sell
2,257
-11
-0.5% -$5.25K 0.13% 102
2024
Q3 		$1.08M Buy
2,268
+308
+16% +$143K 0.14% 105
2024
Q2 		$825K Buy
1,960
+394
+25% +$157K 0.12% 111
2024
Q1 		$615K Buy
1,566
+221
+16% +$85.2K 0.1% 146
2023
Q4 		$525K Buy
1,345
+660
+96% +$229K 0.1% 147
2023
Q3 		$217K Buy
+685
New +$233K 0.04% 208
2022
Q1 		– Sell
-523
Closed -$204K – 242
2021
Q4 		$204K Sell
523
-49
-9% -$18.9K 0.03% 235
2021
Q3 		$203K Buy
+572
New +$216K 0.04% 230

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
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
SP
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

LVW Advisors's MCO Position: Q2 2026 in Review

LVW Advisors reduced its Moody's (MCO) stake by 3.7% in Q2 2026, selling an estimated $32.8K and leaving 1,914 shares worth $867K. The position accounts for 0.07% of the portfolio, ranked #146.

LVW Advisors first reported a position in MCO in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.33M in Q4 2025. 226 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • LVW Advisors held 1,914 shares of Moody's worth $867K as of Q2 2026.
  • LVW Advisors sold 73 Moody's shares in Q2 2026, an estimated $32.8K.
  • Moody's made up 0.07% of LVW Advisors's portfolio in Q2 2026, its #146 holding.
  • LVW Advisors first reported a position in Moody's in Q3 2021 and has held it in 14 quarters since.
  • LVW Advisors's Moody's position peaked at $1.33M in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.