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PFG Advisors’s Moody's MCO Stock Holding History

PFG Advisors’s Portfolio MCO Stock Details MCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$401K Buy
885
+11
+1% +$4.94K 0.02% 589
2026
Q1 		$381K Buy
874
+59
+7% +$27.9K 0.02% 602
2025
Q4 		$416K Sell
815
-807
-50% -$394K 0.02% 568
2025
Q3 		$773K Buy
1,622
+355
+28% +$179K 0.03% 448
2025
Q2 		$636K Buy
1,267
+500
+65% +$232K 0.03% 375
2025
Q1 		$357K Sell
767
-86
-10% -$41.4K 0.02% 556
2024
Q4 		$404K Hold
853
– – 0.02% 510
2024
Q3 		$405K Buy
853
+65
+8% +$30.1K 0.03% 507
2024
Q2 		$332K Sell
788
-200
-20% -$79.6K 0.02% 526
2024
Q1 		$388K Sell
988
-200
-17% -$77.1K 0.03% 461
2023
Q4 		$464K Sell
1,188
-25
-2% -$8.69K 0.04% 378
2023
Q3 		$384K Sell
1,213
-889
-42% -$302K 0.03% 392
2023
Q2 		$731K Hold
2,102
– – 0.06% 342
2023
Q1 		$643K Sell
2,102
-106
-5% -$32K 0.05% 349
2022
Q4 		$615K Sell
2,208
-130
-6% -$35.6K 0.06% 323
2022
Q3 		$568K Hold
2,338
– – 0.06% 306
2022
Q2 		$636K Sell
2,338
-80
-3% -$23.9K 0.07% 224
2022
Q1 		$816K Buy
2,418
+8
+0.3% +$2.69K 0.08% 219
2021
Q4 		$941K Buy
2,410
+5
+0.2% +$1.93K 0.09% 263
2021
Q3 		$854K Buy
2,405
+10
+0.4% +$3.77K 0.09% 271
2021
Q2 		$868K Sell
2,395
-30
-1% -$9.98K 0.1% 258
2021
Q1 		$724K Buy
2,425
+5
+0.2% +$1.41K 0.09% 254
2020
Q4 		$702K Hold
2,420
– – 0.12% 213
2020
Q3 		$698K Buy
2,420
+20
+0.8% +$5.71K 0.13% 194
2020
Q2 		$703K Hold
2,400
– – 0.16% 160
2020
Q1 		$575K Buy
2,400
+20
+0.8% +$4.86K 0.15% 162
2019
Q4 		$585K Hold
2,380
– – 0.14% 168
2019
Q3 		$499K Buy
2,380
+10
+0.4% +$2.1K 0.14% 176
2019
Q2 		$482K Hold
2,370
– – 0.13% 186
2019
Q1 		$466K Sell
2,370
-250
-10% -$41.1K 0.14% 185
2018
Q4 		$427K Buy
+2,620
New +$395K 0.13% 192

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PFG Advisors's MCO Position: Q2 2026 in Review

PFG Advisors increased its Moody's (MCO) stake by 1.3% in Q2 2026, buying an estimated $4.94K and bringing the position to 885 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #589.

PFG Advisors first reported a position in MCO in Q4 2018 and has held it in 31 quarters since. The position peaked at $941K in Q4 2021. 241 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • PFG Advisors held 885 shares of Moody's worth $401K as of Q2 2026.
  • PFG Advisors bought 11 Moody's shares in Q2 2026, an estimated $4.94K.
  • Moody's made up 0.02% of PFG Advisors's portfolio in Q2 2026, its #589 holding.
  • PFG Advisors first reported a position in Moody's in Q4 2018 and has held it in 31 quarters since.
  • PFG Advisors's Moody's position peaked at $941K in Q4 2021.
  • 241 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.