MAI Capital Management’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 | $9.1M | Buy |
20,090
+15,042
| +298% | +$6.76M | 0.03% | 362 |
|
|
2026
Q1 | $2.2M | Sell |
5,048
-398
| -7% | -$188K | 0.01% | 558 |
|
|
2025
Q4 | $2.78M | Buy |
5,446
+261
| +5% | +$127K | 0.02% | 509 |
|
|
2025
Q3 | $2.47M | Buy |
5,185
+1,964
| +61% | +$990K | 0.02% | 492 |
|
|
2025
Q2 | $1.62M | Buy |
3,221
+183
| +6% | +$84.8K | 0.01% | 542 |
|
|
2025
Q1 | $1.41M | Buy |
3,038
+74
| +2% | +$35.7K | 0.01% | 553 |
|
|
2024
Q4 | $1.4M | Buy |
2,964
+743
| +33% | +$355K | 0.01% | 550 |
|
|
2024
Q3 | $1.05M | Sell |
2,221
-526
| -19% | -$244K | 0.01% | 548 |
|
|
2024
Q2 | $1.16M | Buy |
2,747
+202
| +8% | +$80.4K | 0.01% | 557 |
|
|
2024
Q1 | $1M | Sell |
2,545
-18
| -0.7% | -$6.94K | 0.01% | 580 |
|
|
2023
Q4 | $1M | Buy |
2,563
+167
| +7% | +$58K | 0.01% | 463 |
|
|
2023
Q3 | $758K | Sell |
2,396
-3
| -0.1% | -$1.02K | 0.01% | 502 |
|
|
2023
Q2 | $834K | Buy |
2,399
+19
| +0.8% | +$6.02K | 0.01% | 470 |
|
|
2023
Q1 | $728K | Buy |
2,380
+174
| +8% | +$52.6K | 0.01% | 511 |
|
|
2022
Q4 | $615K | Sell |
2,206
-82
| -4% | -$22.4K | 0.01% | 556 |
|
|
2022
Q3 | $556K | Buy |
2,288
+656
| +40% | +$191K | 0.01% | 523 |
|
|
2022
Q2 | $444K | Buy |
1,632
+51
| +3% | +$15.3K | 0.01% | 572 |
|
|
2022
Q1 | $533K | Sell |
1,581
-8
| -0.5% | -$2.69K | 0.01% | 543 |
|
|
2021
Q4 | $621K | Buy |
1,589
+10
| +0.6% | +$3.86K | 0.01% | 512 |
|
|
2021
Q3 | $561K | Buy |
1,579
+22
| +1% | +$8.29K | 0.01% | 487 |
|
|
2021
Q2 | $564K | Buy |
1,557
+8
| +0.5% | +$2.66K | 0.01% | 478 |
|
|
2021
Q1 | $463K | Buy |
1,549
+38
| +3% | +$10.7K | 0.01% | 485 |
|
|
2020
Q4 | $439K | Buy |
1,511
+44
| +3% | +$12.3K | 0.01% | 476 |
|
|
2020
Q3 | $425K | Buy |
1,467
+25
| +2% | +$7.14K | 0.01% | 422 |
|
|
2020
Q2 | $396K | Sell |
1,442
-93
| -6% | -$23.6K | 0.01% | 424 |
|
|
2020
Q1 | $325K | Buy |
1,535
+44
| +3% | +$10.7K | 0.01% | 430 |
|
|
2019
Q4 | $354K | Buy |
1,491
+97
| +7% | +$21.6K | 0.01% | 437 |
|
|
2019
Q3 | $286K | Sell |
1,394
-4
| -0.3% | -$838 | 0.01% | 433 |
|
|
2019
Q2 | $273K | Hold |
1,398
| – | – | 0.01% | 440 |
|
|
2019
Q1 | $253K | Buy |
+1,398
| New | +$230K | 0.01% | 381 |
|
|
2018
Q4 | – | Sell |
-1,398
| Closed | -$234K | – | 478 |
|
|
2018
Q3 | $234K | Buy |
1,398
+1
| +0.1% | +$176 | 0.01% | 418 |
|
|
2018
Q2 | $238K | Buy |
1,397
+9
| +0.6% | +$1.52K | 0.01% | 411 |
|
|
2018
Q1 | $224K | Sell |
1,388
-107
| -7% | -$17.3K | 0.01% | 404 |
|
|
2017
Q4 | $221K | Buy |
+1,495
| New | +$219K | 0.01% | 419 |
|
Other funds holding MCO
MAI Capital Management's MCO Position: Q2 2026 in Review
MAI Capital Management increased its Moody's (MCO) stake by 298% in Q2 2026, buying an estimated $6.76M and bringing the position to 20,090 shares worth $9.1M. The position accounts for 0.03% of the portfolio, ranked #362.
MAI Capital Management first reported a position in MCO in Q4 2017 and has held it in 34 quarters since. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- MAI Capital Management held 20,090 shares of Moody's worth $9.1M as of Q2 2026.
- MAI Capital Management bought 15,042 Moody's shares in Q2 2026, an estimated $6.76M.
- Moody's made up 0.03% of MAI Capital Management's portfolio in Q2 2026, its #362 holding.
- MAI Capital Management first reported a position in Moody's in Q4 2017 and has held it in 34 quarters since.
- 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.