Oppenheimer & Co’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 | $10.5M | Sell |
23,257
-35
| -0.2% | -$15.7K | 0.11% | 180 |
|
|
2026
Q1 | $10.2M | Buy |
23,292
+12,016
| +107% | +$5.68M | 0.12% | 174 |
|
|
2025
Q4 | $5.76M | Buy |
11,276
+369
| +3% | +$180K | 0.08% | 274 |
|
|
2025
Q3 | $5.2M | Sell |
10,907
-165
| -1% | -$83.2K | 0.06% | 333 |
|
|
2025
Q2 | $5.55M | Buy |
11,072
+8,469
| +325% | +$3.92M | 0.07% | 288 |
|
|
2025
Q1 | $1.21M | Buy |
2,603
+350
| +16% | +$169K | 0.02% | 724 |
|
|
2024
Q4 | $1.07M | Sell |
2,253
-138
| -6% | -$65.9K | 0.02% | 754 |
|
|
2024
Q3 | $1.13M | Buy |
2,391
+4
| +0.2% | +$1.85K | 0.02% | 745 |
|
|
2024
Q2 | $1M | Sell |
2,387
-6
| -0.3% | -$2.39K | 0.02% | 773 |
|
|
2024
Q1 | $941K | Buy |
2,393
+201
| +9% | +$77.5K | 0.02% | 762 |
|
|
2023
Q4 | $856K | Buy |
2,192
+250
| +13% | +$86.9K | 0.02% | 762 |
|
|
2023
Q3 | $614K | Buy |
1,942
+419
| +28% | +$143K | 0.01% | 857 |
|
|
2023
Q2 | $530K | Buy |
1,523
+311
| +26% | +$98.6K | 0.01% | 947 |
|
|
2023
Q1 | $371K | Hold |
1,212
| – | – | 0.01% | 1061 |
|
|
2022
Q4 | $338K | Sell |
1,212
-136
| -10% | -$37.2K | 0.01% | 1044 |
|
|
2022
Q3 | $328K | Sell |
1,348
-60
| -4% | -$17.4K | 0.01% | 1034 |
|
|
2022
Q2 | $383K | Sell |
1,408
-45
| -3% | -$13.5K | 0.01% | 1014 |
|
|
2022
Q1 | $490K | Buy |
1,453
+15
| +1% | +$5.04K | 0.01% | 1012 |
|
|
2021
Q4 | $562K | Buy |
1,438
+52
| +4% | +$20.1K | 0.01% | 991 |
|
|
2021
Q3 | $492K | Buy |
1,386
+23
| +2% | +$8.67K | 0.01% | 1020 |
|
|
2021
Q2 | $494K | Hold |
1,363
| – | – | 0.01% | 1043 |
|
|
2021
Q1 | $407K | Sell |
1,363
-223
| -14% | -$62.8K | 0.01% | 1043 |
|
|
2020
Q4 | $460K | Sell |
1,586
-423
| -21% | -$118K | 0.01% | 927 |
|
|
2020
Q3 | $582K | Buy |
2,009
+477
| +31% | +$136K | 0.01% | 761 |
|
|
2020
Q2 | $421K | Buy |
1,532
+360
| +31% | +$91.5K | 0.01% | 858 |
|
|
2020
Q1 | $248K | Sell |
1,172
-30
| -2% | -$7.29K | 0.01% | 961 |
|
|
2019
Q4 | $285K | Sell |
1,202
-600
| -33% | -$133K | 0.01% | 1043 |
|
|
2019
Q3 | $369K | Buy |
1,802
+172
| +11% | +$36.1K | 0.01% | 905 |
|
|
2019
Q2 | $318K | Sell |
1,630
-3
| -0.2% | -$569 | 0.01% | 983 |
|
|
2019
Q1 | $296K | Hold |
1,633
| – | – | 0.01% | 1040 |
|
|
2018
Q4 | $229K | Hold |
1,633
| – | – | 0.01% | 1054 |
|
|
2018
Q3 | $273K | Hold |
1,633
| – | – | 0.01% | 1104 |
|
|
2018
Q2 | $279K | Sell |
1,633
-3
| -0.2% | -$508 | 0.01% | 1088 |
|
|
2018
Q1 | $264K | Sell |
1,636
-3
| -0.2% | -$486 | 0.01% | 1113 |
|
|
2017
Q4 | $242K | Sell |
1,639
-22
| -1% | -$3.22K | 0.01% | 1140 |
|
|
2017
Q3 | $231K | Buy |
+1,661
| New | +$218K | 0.01% | 1136 |
|
Other funds holding MCO
Oppenheimer & Co's MCO Position: Q2 2026 in Review
Oppenheimer & Co reduced its Moody's (MCO) stake by 0.15% in Q2 2026, selling an estimated $15.7K and leaving 23,257 shares worth $10.5M. The position accounts for 0.11% of the portfolio, ranked #180.
Oppenheimer & Co first reported a position in MCO in Q3 2017 and has held it in 36 quarters since. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- Oppenheimer & Co held 23,257 shares of Moody's worth $10.5M as of Q2 2026.
- Oppenheimer & Co sold 35 Moody's shares in Q2 2026, an estimated $15.7K.
- Moody's made up 0.11% of Oppenheimer & Co's portfolio in Q2 2026, its #180 holding.
- Oppenheimer & Co first reported a position in Moody's in Q3 2017 and has held it in 36 quarters since.
- 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.