NBC Securities’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
$411K Sell
906
-49
-5% -$22K 0.03% 598
2026
Q1
$417K Sell
955
-169
-15% -$79.9K 0.03% 574
2025
Q4
$574K Buy
1,124
+142
+14% +$69.3K 0.04% 453
2025
Q3
$468K Sell
982
-59
-6% -$29.7K 0.04% 523
2025
Q2
$522K Buy
1,041
+34
+3% +$15.7K 0.04% 468
2025
Q1
$469K Buy
+1,007
New +$485K 0.04% 475
2024
Q4
Sell
-674
Closed -$320K 1748
2024
Q3
$320K Buy
674
+117
+21% +$54.2K 0.03% 624
2024
Q2
$234K Hold
557
0.02% 700
2024
Q1
$218K Buy
557
+1
+0.2% +$386 0.02% 718
2023
Q4
$217K Sell
556
-18
-3% -$6.26K 0.02% 699
2023
Q3
$181K Buy
+574
New +$195K 0.02% 725

Other funds holding MCO

NBC Securities's MCO Position: Q2 2026 in Review

NBC Securities reduced its Moody's (MCO) stake by 5.1% in Q2 2026, selling an estimated $22K and leaving 906 shares worth $411K. The position accounts for 0.03% of the portfolio, ranked #598.

NBC Securities first reported a position in MCO in Q3 2023 and has held it in 11 quarters since. The position peaked at $574K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • NBC Securities held 906 shares of Moody's worth $411K as of Q2 2026.
  • NBC Securities sold 49 Moody's shares in Q2 2026, an estimated $22K.
  • Moody's made up 0.03% of NBC Securities's portfolio in Q2 2026, its #598 holding.
  • NBC Securities first reported a position in Moody's in Q3 2023 and has held it in 11 quarters since.
  • NBC Securities's Moody's position peaked at $574K in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.