Oakworth Capital’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 | $20.4K | Hold |
45
| – | – | ﹤0.01% | 601 |
|
|
2026
Q1 | $19.6K | Hold |
45
| – | – | ﹤0.01% | 580 |
|
|
2025
Q4 | $23K | Hold |
45
| – | – | ﹤0.01% | 553 |
|
|
2025
Q3 | $21.4K | Hold |
45
| – | – | ﹤0.01% | 550 |
|
|
2025
Q2 | $22.6K | Hold |
45
| – | – | ﹤0.01% | 432 |
|
|
2025
Q1 | $21K | Hold |
45
| – | – | ﹤0.01% | 449 |
|
|
2024
Q4 | $21.3K | Sell |
45
-25
| -36% | -$11.9K | ﹤0.01% | 452 |
|
|
2024
Q3 | $33.2K | Hold |
70
| – | – | ﹤0.01% | 410 |
|
|
2024
Q2 | $29.5K | Hold |
70
| – | – | ﹤0.01% | 407 |
|
|
2024
Q1 | $27.5K | Hold |
70
| – | – | ﹤0.01% | 388 |
|
|
2023
Q4 | $27.3K | Buy |
70
+25
| +56% | +$8.69K | ﹤0.01% | 389 |
|
|
2023
Q3 | $14.2K | Hold |
45
| – | – | ﹤0.01% | 407 |
|
|
2023
Q2 | $15.6K | Hold |
45
| – | – | ﹤0.01% | 411 |
|
|
2023
Q1 | $13.8K | Hold |
45
| – | – | ﹤0.01% | 406 |
|
|
2022
Q4 | $12.5K | Hold |
45
| – | – | ﹤0.01% | 395 |
|
|
2022
Q3 | $11K | Hold |
45
| – | – | ﹤0.01% | 431 |
|
|
2022
Q2 | $12K | Hold |
45
| – | – | ﹤0.01% | 424 |
|
|
2022
Q1 | $15K | Hold |
45
| – | – | ﹤0.01% | 415 |
|
|
2021
Q4 | $18K | Hold |
45
| – | – | ﹤0.01% | 434 |
|
|
2021
Q3 | $16K | Hold |
45
| – | – | ﹤0.01% | 431 |
|
|
2021
Q2 | $16K | Hold |
45
| – | – | ﹤0.01% | 429 |
|
|
2021
Q1 | $13K | Hold |
45
| – | – | ﹤0.01% | 433 |
|
|
2020
Q4 | $13K | Hold |
45
| – | – | ﹤0.01% | 405 |
|
|
2020
Q3 | $13K | Hold |
45
| – | – | ﹤0.01% | 406 |
|
|
2020
Q2 | $12K | Hold |
45
| – | – | ﹤0.01% | 387 |
|
|
2020
Q1 | $10K | Hold |
45
| – | – | ﹤0.01% | 376 |
|
|
2019
Q4 | $11K | Hold |
45
| – | – | ﹤0.01% | 428 |
|
|
2019
Q3 | $9K | Hold |
45
| – | – | ﹤0.01% | 444 |
|
|
2019
Q2 | $9K | Hold |
45
| – | – | ﹤0.01% | 491 |
|
|
2019
Q1 | $8K | Hold |
45
| – | – | ﹤0.01% | 469 |
|
|
2018
Q4 | $6K | Hold |
45
| – | – | ﹤0.01% | 478 |
|
|
2018
Q3 | $8K | Hold |
45
| – | – | ﹤0.01% | 477 |
|
|
2018
Q2 | $8K | Hold |
45
| – | – | ﹤0.01% | 488 |
|
|
2018
Q1 | $7K | Buy |
+45
| New | +$7.29K | ﹤0.01% | 476 |
|
Other funds holding MCO
Oakworth Capital's MCO Position: Q2 2026 in Review
Oakworth Capital held its Moody's (MCO) position steady in Q2 2026 at 45 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #601.
Oakworth Capital first reported a position in MCO in Q1 2018 and has held it in 34 quarters since. The position peaked at $33.2K in Q3 2024. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- Oakworth Capital held 45 shares of Moody's worth $20.4K as of Q2 2026.
- Oakworth Capital left its Moody's share count unchanged in Q2 2026.
- Moody's made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #601 holding.
- Oakworth Capital first reported a position in Moody's in Q1 2018 and has held it in 34 quarters since.
- Oakworth Capital's Moody's position peaked at $33.2K in Q3 2024.
- 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.