Private Advisor Group’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 | $2.4M | Buy |
5,497
+1,072
| +24% | +$507K | 0.01% | 972 |
|
|
2025
Q4 | $2.26M | Buy |
4,425
+628
| +17% | +$306K | 0.01% | 981 |
|
|
2025
Q3 | $1.81M | Sell |
3,797
-506
| -12% | -$255K | 0.01% | 1058 |
|
|
2025
Q2 | $2.16M | Buy |
4,303
+986
| +30% | +$457K | 0.01% | 932 |
|
|
2025
Q1 | $1.54M | Sell |
3,317
-150
| -4% | -$72.3K | 0.01% | 1019 |
|
|
2024
Q4 | $1.64M | Sell |
3,467
-68
| -2% | -$32.5K | 0.01% | 973 |
|
|
2024
Q3 | $1.68M | Buy |
3,535
+98
| +3% | +$45.4K | 0.01% | 977 |
|
|
2024
Q2 | $1.45M | Buy |
3,437
+330
| +11% | +$131K | 0.01% | 1005 |
|
|
2024
Q1 | $1.22M | Sell |
3,107
-348
| -10% | -$134K | 0.01% | 1066 |
|
|
2023
Q4 | $1.35M | Buy |
3,455
+582
| +20% | +$202K | 0.01% | 958 |
|
|
2023
Q3 | $908K | Buy |
2,873
+107
| +4% | +$36.4K | 0.01% | 1090 |
|
|
2023
Q2 | $968K | Sell |
2,766
-152
| -5% | -$48.2K | 0.01% | 1058 |
|
|
2023
Q1 | $893K | Sell |
2,918
-289
| -9% | -$87.3K | 0.01% | 1050 |
|
|
2022
Q4 | $364K | Buy |
3,207
+181
| +6% | +$49.5K | 0.02% | 684 |
|
|
2022
Q3 | $736K | Sell |
3,026
-4,862
| -62% | -$1.41M | 0.01% | 1066 |
|
|
2022
Q2 | $2.15M | Buy |
7,888
+617
| +8% | +$185K | 0.02% | 723 |
|
|
2022
Q1 | $2.45M | Buy |
7,271
+1,179
| +19% | +$396K | 0.02% | 718 |
|
|
2021
Q4 | $2.38M | Sell |
6,092
-3,398
| -36% | -$1.31M | 0.02% | 733 |
|
|
2021
Q3 | $3.37M | Buy |
9,490
+4,077
| +75% | +$1.54M | 0.02% | 674 |
|
|
2021
Q2 | $1.96M | Buy |
5,413
+463
| +9% | +$154K | 0.02% | 767 |
|
|
2021
Q1 | $1.48M | Sell |
4,950
-4,617
| -48% | -$1.3M | 0.01% | 826 |
|
|
2020
Q4 | $2.78M | Buy |
9,567
+144
| +2% | +$40.3K | 0.03% | 543 |
|
|
2020
Q3 | $2.69M | Buy |
9,423
+23
| +0.2% | +$6.57K | 0.04% | 460 |
|
|
2020
Q2 | $2.58M | Buy |
9,400
+2,231
| +31% | +$567K | 0.04% | 444 |
|
|
2020
Q1 | $1.52M | Buy |
7,169
+655
| +10% | +$159K | 0.03% | 519 |
|
|
2019
Q4 | $1.55M | Buy |
6,514
+531
| +9% | +$118K | 0.02% | 611 |
|
|
2019
Q3 | $1.25M | Buy |
5,983
+1,777
| +42% | +$372K | 0.02% | 701 |
|
|
2019
Q2 | $822K | Sell |
4,206
-66
| -2% | -$12.5K | 0.01% | 820 |
|
|
2019
Q1 | $773K | Buy |
4,272
+845
| +25% | +$139K | 0.02% | 782 |
|
|
2018
Q4 | $480K | Sell |
3,427
-4,904
| -59% | -$740K | 0.01% | 858 |
|
|
2018
Q3 | $1.39M | Buy |
8,331
+6,452
| +343% | +$1.13M | 0.03% | 542 |
|
|
2018
Q2 | $321K | Buy |
+1,879
| New | +$318K | 0.01% | 956 |
|
|
2017
Q4 | – | Sell |
-1,470
| Closed | -$208K | – | 1317 |
|
|
2017
Q3 | $208K | Buy |
+1,470
| New | +$193K | 0.01% | 1332 |
|
Other funds holding MCO
VCM
VPM
PAM
Private Advisor Group's MCO Position: Q1 2026 in Review
Private Advisor Group increased its Moody's (MCO) stake by 24% in Q1 2026, buying an estimated $507K and bringing the position to 5,497 shares worth $2.4M. The position accounts for 0.01% of the portfolio, ranked #972.
Private Advisor Group first reported a position in MCO in Q3 2017 and has held it in 33 quarters since. The position peaked at $3.37M in Q3 2021. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.
- Private Advisor Group held 5,497 shares of Moody's worth $2.4M as of Q1 2026.
- Private Advisor Group bought 1,072 Moody's shares in Q1 2026, an estimated $507K.
- Moody's made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #972 holding.
- Private Advisor Group first reported a position in Moody's in Q3 2017 and has held it in 33 quarters since.
- Private Advisor Group's Moody's position peaked at $3.37M in Q3 2021.
- 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.
Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.