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
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: Q1 2026 in Review

Mutual Advisors reduced its Moody's (MCO) stake by 22% in Q1 2026, selling an estimated $147K and leaving 1,130 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #888.

Mutual Advisors first reported a position in MCO in Q4 2022 and has held it in 10 quarters since. The position peaked at $736K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Mutual Advisors held 1,130 shares of Moody's worth $493K as of Q1 2026.
  • Mutual Advisors sold 310 Moody's shares in Q1 2026, an estimated $147K.
  • Moody's made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #888 holding.
  • Mutual Advisors first reported a position in Moody's in Q4 2022 and has held it in 10 quarters since.
  • Mutual Advisors's Moody's position peaked at $736K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.