Oppenheimer Asset Management’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 | $8.59M | Sell |
18,972
-85
| -0.4% | -$38.2K | 0.09% | 260 |
|
|
2026
Q1 | $8.31M | Sell |
19,057
-186
| -1% | -$88K | 0.09% | 239 |
|
|
2025
Q4 | $9.83M | Sell |
19,243
-264
| -1% | -$129K | 0.12% | 198 |
|
|
2025
Q3 | $9.29M | Sell |
19,507
-2,679
| -12% | -$1.35M | 0.1% | 224 |
|
|
2025
Q2 | $11.1M | Sell |
22,186
-55
| -0.2% | -$25.5K | 0.13% | 193 |
|
|
2025
Q1 | $10.4M | Buy |
22,241
+511
| +2% | +$246K | 0.13% | 189 |
|
|
2024
Q4 | $10.3M | Sell |
21,730
-92
| -0.4% | -$43.9K | 0.13% | 180 |
|
|
2024
Q3 | $10.4M | Buy |
21,822
+219
| +1% | +$101K | 0.12% | 188 |
|
|
2024
Q2 | $9.09M | Buy |
21,603
+3,105
| +17% | +$1.24M | 0.12% | 209 |
|
|
2024
Q1 | $7.27M | Sell |
18,498
-2,096
| -10% | -$808K | 0.11% | 215 |
|
|
2023
Q4 | $8.04M | Sell |
20,594
-249
| -1% | -$86.5K | 0.11% | 220 |
|
|
2023
Q3 | $6.59M | Buy |
20,843
+736
| +4% | +$250K | 0.1% | 233 |
|
|
2023
Q2 | $6.99M | Buy |
20,107
+11,311
| +129% | +$3.59M | 0.1% | 229 |
|
|
2023
Q1 | $2.69M | Buy |
8,796
+1,361
| +18% | +$411K | 0.04% | 414 |
|
|
2022
Q4 | $2.07M | Sell |
7,435
-499
| -6% | -$136K | 0.03% | 471 |
|
|
2022
Q3 | $1.93M | Buy |
7,934
+565
| +8% | +$164K | 0.03% | 462 |
|
|
2022
Q2 | $2M | Sell |
7,369
-395
| -5% | -$118K | 0.03% | 464 |
|
|
2022
Q1 | $2.62M | Buy |
7,764
+360
| +5% | +$121K | 0.04% | 450 |
|
|
2021
Q4 | $2.89M | Sell |
7,404
-25
| -0.3% | -$9.64K | 0.04% | 441 |
|
|
2021
Q3 | $2.64M | Buy |
7,429
+48
| +0.7% | +$18.1K | 0.04% | 444 |
|
|
2021
Q2 | $2.67M | Sell |
7,381
-4
| -0.1% | -$1.33K | 0.04% | 448 |
|
|
2021
Q1 | $2.21M | Sell |
7,385
-78
| -1% | -$22K | 0.03% | 483 |
|
|
2020
Q4 | $2.17M | Sell |
7,463
-39
| -0.5% | -$10.9K | 0.04% | 466 |
|
|
2020
Q3 | $2.17M | Sell |
7,502
-337
| -4% | -$96.2K | 0.04% | 414 |
|
|
2020
Q2 | $2.15M | Buy |
7,839
+3,889
| +98% | +$988K | 0.04% | 385 |
|
|
2020
Q1 | $835K | Buy |
3,950
+3,669
| +1,306% | +$892K | 0.02% | 607 |
|
|
2019
Q4 | $67K | Sell |
281
-47
| -14% | -$10.4K | ﹤0.01% | 1286 |
|
|
2019
Q3 | $67K | Sell |
328
-17
| -5% | -$3.56K | ﹤0.01% | 1289 |
|
|
2019
Q2 | $67K | Sell |
345
-49
| -12% | -$9.3K | ﹤0.01% | 1317 |
|
|
2019
Q1 | $71K | Sell |
394
-465
| -54% | -$76.4K | ﹤0.01% | 1303 |
|
|
2018
Q4 | $120K | Buy |
+859
| New | +$130K | ﹤0.01% | 1143 |
|
|
2017
Q4 | – | Sell |
-463
| Closed | -$64K | – | 1310 |
|
|
2017
Q3 | $64K | Sell |
463
-25
| -5% | -$3.29K | ﹤0.01% | 1309 |
|
|
2017
Q2 | $60K | Sell |
488
-404
| -45% | -$47.3K | ﹤0.01% | 1303 |
|
|
2017
Q1 | $101K | Buy |
+892
| New | +$95.7K | ﹤0.01% | 1180 |
|
Other funds holding MCO
Oppenheimer Asset Management's MCO Position: Q2 2026 in Review
Oppenheimer Asset Management reduced its Moody's (MCO) stake by 0.45% in Q2 2026, selling an estimated $38.2K and leaving 18,972 shares worth $8.59M. The position accounts for 0.09% of the portfolio, ranked #260.
Oppenheimer Asset Management first reported a position in MCO in Q1 2017 and has held it in 34 quarters since. The position peaked at $11.1M in Q2 2025. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- Oppenheimer Asset Management held 18,972 shares of Moody's worth $8.59M as of Q2 2026.
- Oppenheimer Asset Management sold 85 Moody's shares in Q2 2026, an estimated $38.2K.
- Moody's made up 0.09% of Oppenheimer Asset Management's portfolio in Q2 2026, its #260 holding.
- Oppenheimer Asset Management first reported a position in Moody's in Q1 2017 and has held it in 34 quarters since.
- Oppenheimer Asset Management's Moody's position peaked at $11.1M in Q2 2025.
- 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.