Oxbow Advisors’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
Q1 | $15.1M | Buy |
34,555
+502
| +1% | +$237K | 1.28% | 14 |
|
|
2025
Q4 | $17.4M | Buy |
34,053
+1,098
| +3% | +$536K | 1.53% | 9 |
|
|
2025
Q3 | $15.7M | Buy |
32,955
+644
| +2% | +$325K | 1.46% | 12 |
|
|
2025
Q2 | $16.2M | Buy |
32,311
+502
| +2% | +$233K | 1.77% | 9 |
|
|
2025
Q1 | $14.8M | Buy |
31,809
+11,956
| +60% | +$5.76M | 1.56% | 12 |
|
|
2024
Q4 | $9.4M | Sell |
19,853
-313
| -2% | -$149K | 1.11% | 20 |
|
|
2024
Q3 | $9.57M | Sell |
20,166
-185
| -0.9% | -$85.7K | 0.95% | 26 |
|
|
2024
Q2 | $8.57M | Sell |
20,351
-446
| -2% | -$177K | 1.01% | 25 |
|
|
2024
Q1 | $8.17M | Sell |
20,797
-482
| -2% | -$186K | 1.12% | 25 |
|
|
2023
Q4 | $8.31M | Sell |
21,279
-281
| -1% | -$97.7K | 1.26% | 22 |
|
|
2023
Q3 | $6.82M | Sell |
21,560
-129
| -0.6% | -$43.9K | 1.07% | 25 |
|
|
2023
Q2 | $7.54M | Sell |
21,689
-562
| -3% | -$178K | 1.18% | 26 |
|
|
2023
Q1 | $6.81M | Sell |
22,251
-187
| -0.8% | -$56.5K | 1.22% | 28 |
|
|
2022
Q4 | $6.25M | Sell |
22,438
-494
| -2% | -$135K | 1.18% | 28 |
|
|
2022
Q3 | $5.58M | Sell |
22,932
-1
| -0% | -$291 | 0.88% | 33 |
|
|
2022
Q2 | $6.24M | Sell |
22,933
-9,157
| -29% | -$2.74M | 0.89% | 33 |
|
|
2022
Q1 | $10.8M | Buy |
32,090
+6,151
| +24% | +$2.07M | 1.09% | 30 |
|
|
2021
Q4 | $10.1M | Buy |
25,939
+522
| +2% | +$201K | 0.97% | 38 |
|
|
2021
Q3 | $9.03M | Buy |
25,417
+1,051
| +4% | +$396K | 0.92% | 38 |
|
|
2021
Q2 | $8.83M | Sell |
24,366
-763
| -3% | -$254K | 0.92% | 39 |
|
|
2021
Q1 | $7.5M | Sell |
25,129
-172
| -0.7% | -$48.4K | 0.91% | 40 |
|
|
2020
Q4 | $7.34M | Sell |
25,301
-300
| -1% | -$83.9K | 0.94% | 39 |
|
|
2020
Q3 | $7.42M | Sell |
25,601
-563
| -2% | -$161K | 0.94% | 37 |
|
|
2020
Q2 | $7.19M | Buy |
26,164
+1,788
| +7% | +$454K | 1.05% | 35 |
|
|
2020
Q1 | $5.16M | Buy |
24,376
+298
| +1% | +$72.4K | 0.87% | 37 |
|
|
2019
Q4 | $5.72M | Buy |
24,078
+564
| +2% | +$125K | 0.66% | 41 |
|
|
2019
Q3 | $4.82M | Sell |
23,514
-1,171
| -5% | -$245K | 0.64% | 40 |
|
|
2019
Q2 | $4.82M | Sell |
24,685
-1,032
| -4% | -$196K | 0.58% | 43 |
|
|
2019
Q1 | $4.66M | Buy |
25,717
+2,304
| +10% | +$379K | 0.57% | 40 |
|
|
2018
Q4 | $3.28M | Buy |
23,413
+7,138
| +44% | +$1.08M | 0.44% | 53 |
|
|
2018
Q3 | $2.72M | Sell |
16,275
-40
| -0.2% | -$7.04K | 0.33% | 79 |
|
|
2018
Q2 | $2.78M | Buy |
16,315
+3,853
| +31% | +$652K | 0.35% | 80 |
|
|
2018
Q1 | $2.01M | Buy |
12,462
+39
| +0.3% | +$6.31K | 0.41% | 69 |
|
|
2017
Q4 | $1.83M | Sell |
12,423
-175
| -1% | -$25.6K | 0.34% | 83 |
|
|
2017
Q3 | $1.75M | Buy |
+12,598
| New | +$1.66M | 0.33% | 86 |
|
Other funds holding MCO
VCM
VPM
PAM
Oxbow Advisors's MCO Position: Q1 2026 in Review
Oxbow Advisors increased its Moody's (MCO) stake by 1.5% in Q1 2026, buying an estimated $237K and bringing the position to 34,555 shares worth $15.1M. The position accounts for 1.28% of the portfolio, ranked #14.
Oxbow Advisors first reported a position in MCO in Q3 2017 and has held it in 35 quarters since. The position peaked at $17.4M in Q4 2025. 1,374 funds tracked by Wall St. Rank hold MCO as of Q1 2026.
- Oxbow Advisors held 34,555 shares of Moody's worth $15.1M as of Q1 2026.
- Oxbow Advisors bought 502 Moody's shares in Q1 2026, an estimated $237K.
- Moody's made up 1.28% of Oxbow Advisors's portfolio in Q1 2026, its #14 holding.
- Oxbow Advisors first reported a position in Moody's in Q3 2017 and has held it in 35 quarters since.
- Oxbow Advisors's Moody's position peaked at $17.4M in Q4 2025.
- 1,374 funds tracked by Wall St. Rank held Moody's as of Q1 2026.
Based on Oxbow Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.