Principia Wealth Advisory’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
Other funds holding MCO
Principia Wealth Advisory's MCO Position: Q2 2026 in Review
Principia Wealth Advisory reduced its Moody's (MCO) stake by 22% in Q2 2026, selling an estimated $898 and leaving 7 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #468.
Principia Wealth Advisory first reported a position in MCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.09K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- Principia Wealth Advisory held 7 shares of Moody's worth $3.17K as of Q2 2026.
- Principia Wealth Advisory sold 2 Moody's shares in Q2 2026, an estimated $898.
- Moody's made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #468 holding.
- Principia Wealth Advisory first reported a position in Moody's in Q4 2024 and has held it in 7 quarters since.
- Principia Wealth Advisory's Moody's position peaked at $4.09K in Q4 2025.
- 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.