Mutual Advisors’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
$526K Buy
1,161
+31
+3% +$13.9K 0.01% 911
2026
Q1
$493K Sell
1,130
-310
-22% -$147K 0.01% 888
2025
Q4
$736K Sell
1,440
-44
-3% -$21.5K 0.02% 702
2025
Q3
$711K Buy
1,484
+104
+8% +$52.4K 0.02% 697
2025
Q2
$708K Buy
1,380
+605
+78% +$280K 0.02% 635
2025
Q1
$340K Sell
775
-78
-9% -$37.6K 0.01% 862
2024
Q4
$409K Sell
853
-11
-1% -$5.25K 0.01% 774
2024
Q3
$404K Buy
864
+47
+6% +$21.8K 0.01% 778
2024
Q2
$368K Buy
+817
New +$325K 0.01% 821
2023
Q2
Sell
-829
Closed -$254K 1041
2023
Q1
$254K Sell
829
-39
-4% -$11.8K 0.01% 831
2022
Q4
$242K Buy
+868
New +$237K 0.01% 810

Other funds holding MCO

Mutual Advisors's MCO Position: Q2 2026 in Review

Mutual Advisors increased its Moody's (MCO) stake by 2.7% in Q2 2026, buying an estimated $13.9K and bringing the position to 1,161 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #911.

Mutual Advisors first reported a position in MCO in Q4 2022 and has held it in 11 quarters since. The position peaked at $736K in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Mutual Advisors held 1,161 shares of Moody's worth $526K as of Q2 2026.
  • Mutual Advisors bought 31 Moody's shares in Q2 2026, an estimated $13.9K.
  • Moody's made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #911 holding.
  • Mutual Advisors first reported a position in Moody's in Q4 2022 and has held it in 11 quarters since.
  • Mutual Advisors's Moody's position peaked at $736K in Q4 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.