Proficio Capital Partners’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 | $687K | Buy |
+1,518
| New | +$682K | 0.02% | 266 |
|
|
2025
Q3 | – | Sell |
-1,352
| Closed | -$678K | – | 341 |
|
|
2025
Q2 | $678K | Buy |
1,352
+48
| +4% | +$22.2K | 0.04% | 203 |
|
|
2025
Q1 | $607K | Buy |
1,304
+9
| +0.7% | +$4.34K | 0.05% | 187 |
|
|
2024
Q4 | $613K | Buy |
1,295
+630
| +95% | +$301K | 0.05% | 157 |
|
|
2024
Q3 | $315K | Sell |
665
-549
| -45% | -$254K | 0.03% | 209 |
|
|
2024
Q2 | $511K | Buy |
1,214
+32
| +3% | +$12.7K | 0.05% | 159 |
|
|
2024
Q1 | $464K | Buy |
1,182
+34
| +3% | +$13.1K | 0.05% | 177 |
|
|
2023
Q4 | $448K | Hold |
1,148
| – | – | 0.06% | 158 |
|
|
2023
Q3 | $363K | Buy |
1,148
+18
| +2% | +$6.12K | 0.05% | 179 |
|
|
2023
Q2 | $393K | Sell |
1,130
-46
| -4% | -$14.6K | 0.05% | 172 |
|
|
2023
Q1 | $360K | Sell |
1,176
-34
| -3% | -$10.3K | 0.06% | 189 |
|
|
2022
Q4 | $337K | Sell |
1,210
-51
| -4% | -$13.9K | 0.06% | 181 |
|
|
2022
Q3 | $298K | Buy |
1,261
+15
| +1% | +$4.36K | 0.05% | 181 |
|
|
2022
Q2 | $339K | Buy |
1,246
+23
| +2% | +$6.88K | 0.06% | 172 |
|
|
2022
Q1 | $413K | Buy |
1,223
+117
| +11% | +$39.3K | 0.06% | 163 |
|
|
2021
Q4 | $432K | Buy |
1,106
+9
| +0.8% | +$3.47K | 0.06% | 159 |
|
|
2021
Q3 | $390K | Sell |
1,097
-76
| -6% | -$28.6K | 0.05% | 172 |
|
|
2021
Q2 | $425K | Buy |
1,173
+3
| +0.3% | +$999 | 0.05% | 166 |
|
|
2021
Q1 | $349K | Buy |
+1,170
| New | +$329K | 0.05% | 172 |
|
|
2019
Q3 | – | Sell |
-231
| Closed | -$45K | – | 948 |
|
|
2019
Q2 | $45K | Sell |
231
-22
| -9% | -$4.17K | 0.02% | 412 |
|
|
2019
Q1 | $46K | Buy |
253
+31
| +14% | +$5.09K | 0.02% | 375 |
|
|
2018
Q4 | $31K | Buy |
222
+15
| +7% | +$2.26K | 0.01% | 426 |
|
|
2018
Q3 | $35K | Sell |
207
-40
| -16% | -$7.04K | 0.01% | 427 |
|
|
2018
Q2 | $42K | Hold |
247
| – | – | 0.02% | 399 |
|
|
2018
Q1 | $40K | Buy |
247
+44
| +22% | +$7.12K | 0.01% | 406 |
|
|
2017
Q4 | $30K | Sell |
203
-1
| -0.5% | -$147 | 0.01% | 471 |
|
|
2017
Q3 | $28K | Buy |
204
+1
| +0.5% | +$131 | 0.01% | 511 |
|
|
2017
Q2 | $26K | Sell |
203
-12
| -6% | -$1.4K | 0.01% | 535 |
|
|
2017
Q1 | $25K | Buy |
215
+76
| +55% | +$8.15K | 0.01% | 553 |
|
|
2016
Q4 | $13K | Hold |
139
| – | – | 0.01% | 544 |
|
|
2016
Q3 | $15K | Buy |
139
+35
| +34% | +$3.68K | 0.01% | 496 |
|
|
2016
Q2 | $11K | Buy |
104
+30
| +41% | +$2.9K | 0.01% | 542 |
|
|
2016
Q1 | $7K | Buy |
74
+21
| +40% | +$1.89K | 0.01% | 463 |
|
|
2015
Q4 | $5K | Buy |
+53
| New | +$5.31K | ﹤0.01% | 428 |
|
Other funds holding MCO
Proficio Capital Partners's MCO Position: Q2 2026 in Review
Proficio Capital Partners opened a new position in Moody's (MCO) in Q2 2026: 1,518 shares worth $687K. The stake represents 0.02% of the portfolio and ranks #266 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in MCO as recently as Q2 2025.
Proficio Capital Partners first reported a position in MCO in Q4 2015 and has held it in 34 quarters since. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- Proficio Capital Partners held 1,518 shares of Moody's worth $687K as of Q2 2026.
- Moody's was a new Proficio Capital Partners position in Q2 2026.
- Moody's made up 0.02% of Proficio Capital Partners's portfolio in Q2 2026, its #266 holding.
- Proficio Capital Partners first reported a position in Moody's in Q4 2015 and has held it in 34 quarters since.
- 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.