Prime Capital Investment 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
Q2
$1.01M Sell
2,224
-210
-9% -$94.3K 0.01% 526
2026
Q1
$1.06M Sell
2,434
-61
-2% -$28.9K 0.01% 485
2025
Q4
$1.27M Buy
2,495
+225
+10% +$110K 0.02% 441
2025
Q3
$1.08M Sell
2,270
-47
-2% -$23.7K 0.01% 467
2025
Q2
$1.16M Sell
2,317
-428
-16% -$198K 0.02% 437
2025
Q1
$1.28M Buy
2,745
+324
+13% +$156K 0.01% 456
2024
Q4
$1.15M Sell
2,421
-33
-1% -$15.8K 0.02% 404
2024
Q3
$1.16M Buy
2,454
+29
+1% +$13.4K 0.02% 410
2024
Q2
$1.02M Buy
2,425
+36
+2% +$14.3K 0.02% 428
2024
Q1
$939K Buy
2,389
+262
+12% +$101K 0.01% 480
2023
Q4
$831K Buy
+2,127
New +$739K 0.01% 464
2020
Q1
Sell
-60
Closed -$14K 556
2019
Q4
$14K Sell
60
-143
-70% -$31.8K ﹤0.01% 459
2019
Q3
$42K Buy
+203
New +$42.6K 0.01% 323

Other funds holding MCO

Prime Capital Investment Advisors's MCO Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Moody's (MCO) stake by 8.6% in Q2 2026, selling an estimated $94.3K and leaving 2,224 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #526.

Prime Capital Investment Advisors first reported a position in MCO in Q3 2019 and has held it in 13 quarters since. The position peaked at $1.28M in Q1 2025. 999 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Prime Capital Investment Advisors held 2,224 shares of Moody's worth $1.01M as of Q2 2026.
  • Prime Capital Investment Advisors sold 210 Moody's shares in Q2 2026, an estimated $94.3K.
  • Moody's made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #526 holding.
  • Prime Capital Investment Advisors first reported a position in Moody's in Q3 2019 and has held it in 13 quarters since.
  • Prime Capital Investment Advisors's Moody's position peaked at $1.28M in Q1 2025.
  • 999 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.