Outlook Wealth Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
Other funds holding MCO
Outlook Wealth Advisors's MCO Position: Q2 2026 in Review
Outlook Wealth Advisors increased its Moody's (MCO) stake by 0.73% in Q2 2026, buying an estimated $2.25K and bringing the position to 693 shares worth $314K. The position accounts for 0.07% of the portfolio, ranked #245.
Outlook Wealth Advisors first reported a position in MCO in Q2 2024 and has held it in 9 quarters since. The position peaked at $432K in Q2 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- Outlook Wealth Advisors held 693 shares of Moody's worth $314K as of Q2 2026.
- Outlook Wealth Advisors bought 5 Moody's shares in Q2 2026, an estimated $2.25K.
- Moody's made up 0.07% of Outlook Wealth Advisors's portfolio in Q2 2026, its #245 holding.
- Outlook Wealth Advisors first reported a position in Moody's in Q2 2024 and has held it in 9 quarters since.
- Outlook Wealth Advisors's Moody's position peaked at $432K in Q2 2025.
- 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.