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Net Worth Advisory Group’s Moody's MCO Stock Holding History

Net Worth Advisory Group’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 		$280K Buy
619
+26
+4% +$11.7K 0.07% 302
2026
Q1 		$259K Buy
593
+24
+4% +$11.4K 0.05% 348
2025
Q4 		$291K Sell
569
-41
-7% -$20K 0.06% 331
2025
Q3 		$290K Sell
610
-12
-2% -$6.05K 0.08% 286
2025
Q2 		$312K Buy
622
+13
+2% +$6.02K 0.07% 294
2025
Q1 		$284K Sell
609
-25
-4% -$12K 0.09% 270
2024
Q4 		$300K Sell
634
-15
-2% -$7.16K 0.09% 248
2024
Q3 		$308K Buy
+649
New +$301K 0.09% 267

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

Net Worth Advisory Group's MCO Position: Q2 2026 in Review

Net Worth Advisory Group increased its Moody's (MCO) stake by 4.4% in Q2 2026, buying an estimated $11.7K and bringing the position to 619 shares worth $280K. The position accounts for 0.07% of the portfolio, ranked #302.

Net Worth Advisory Group first reported a position in MCO in Q3 2024 and has held it in 8 quarters since. The position peaked at $312K in Q2 2025. 226 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Net Worth Advisory Group held 619 shares of Moody's worth $280K as of Q2 2026.
  • Net Worth Advisory Group bought 26 Moody's shares in Q2 2026, an estimated $11.7K.
  • Moody's made up 0.07% of Net Worth Advisory Group's portfolio in Q2 2026, its #302 holding.
  • Net Worth Advisory Group first reported a position in Moody's in Q3 2024 and has held it in 8 quarters since.
  • Net Worth Advisory Group's Moody's position peaked at $312K in Q2 2025.
  • 226 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.