Progressive Investment Management’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 | $14.7M | Buy |
33,690
+26
| +0.1% | +$12.3K | 3.88% | 7 |
|
|
2025
Q4 | $17.2M | Sell |
33,664
-196
| -0.6% | -$95.6K | 4.11% | 6 |
|
|
2025
Q3 | $16.1M | Sell |
33,860
-283
| -0.8% | -$143K | 3.92% | 7 |
|
|
2025
Q2 | $17.1M | Sell |
34,143
-368
| -1% | -$170K | 4.36% | 7 |
|
|
2025
Q1 | $16.1M | Sell |
34,511
-782
| -2% | -$377K | 4.5% | 7 |
|
|
2024
Q4 | $16.7M | Sell |
35,293
-677
| -2% | -$323K | 4.29% | 7 |
|
|
2024
Q3 | $17.1M | Sell |
35,970
-375
| -1% | -$174K | 4.38% | 6 |
|
|
2024
Q2 | $15.3M | Sell |
36,345
-480
| -1% | -$191K | 4.05% | 7 |
|
|
2024
Q1 | $14.5M | Sell |
36,825
-409
| -1% | -$158K | 3.97% | 7 |
|
|
2023
Q4 | $14.5M | Sell |
37,234
-116
| -0.3% | -$40.3K | 4.14% | 5 |
|
|
2023
Q3 | $11.8M | Sell |
37,350
-385
| -1% | -$131K | 3.84% | 6 |
|
|
2023
Q2 | $13.1M | Sell |
37,735
-752
| -2% | -$238K | 4.09% | 6 |
|
|
2023
Q1 | $11.8M | Buy |
38,487
+623
| +2% | +$188K | 3.8% | 7 |
|
|
2022
Q4 | $10.5M | Buy |
37,864
+269
| +0.7% | +$73.6K | 4.09% | 7 |
|
|
2022
Q3 | $9.14M | Buy |
37,595
+253
| +0.7% | +$73.5K | 3.76% | 7 |
|
|
2022
Q2 | $10.2M | Buy |
37,342
+599
| +2% | +$179K | 3.97% | 8 |
|
|
2022
Q1 | $12.4M | Sell |
36,743
-258
| -0.7% | -$86.8K | 3.91% | 9 |
|
|
2021
Q4 | $14.5M | Sell |
37,001
-685
| -2% | -$264K | 4.01% | 8 |
|
|
2021
Q3 | $13.4M | Buy |
37,686
+231
| +0.6% | +$87K | 3.97% | 8 |
|
|
2021
Q2 | $13.6M | Sell |
37,455
-241
| -0.6% | -$80.2K | 4.23% | 7 |
|
|
2021
Q1 | $11.3M | Buy |
37,696
+313
| +0.8% | +$88.1K | 3.97% | 5 |
|
|
2020
Q4 | $10.8M | Buy |
37,383
+117
| +0.3% | +$32.7K | 3.91% | 6 |
|
|
2020
Q3 | $10.8M | Sell |
37,266
-435
| -1% | -$124K | 4.28% | 6 |
|
|
2020
Q2 | $10.4M | Sell |
37,701
-10
| -0% | -$2.54K | 4.52% | 5 |
|
|
2020
Q1 | $7.98M | Buy |
37,711
+233
| +0.6% | +$56.6K | 4.44% | 5 |
|
|
2019
Q4 | $8.9M | Buy |
37,478
+349
| +0.9% | +$77.6K | 4.34% | 6 |
|
|
2019
Q3 | $7.61M | Buy |
37,129
+693
| +2% | +$145K | 4.07% | 6 |
|
|
2019
Q2 | $7.12M | Sell |
36,436
-160
| -0.4% | -$30.4K | 3.99% | 6 |
|
|
2019
Q1 | $6.63M | Sell |
36,596
-192
| -0.5% | -$31.6K | 3.85% | 6 |
|
|
2018
Q4 | $5.15M | Buy |
36,788
+1,369
| +4% | +$207K | 3.54% | 8 |
|
|
2018
Q3 | $5.92M | Buy |
35,419
+779
| +2% | +$137K | 3.53% | 8 |
|
|
2018
Q2 | $5.91M | Sell |
34,640
-203
| -0.6% | -$34.4K | 3.81% | 7 |
|
|
2018
Q1 | $5.62M | Buy |
34,843
+659
| +2% | +$107K | 3.77% | 5 |
|
|
2017
Q4 | $5.05M | Buy |
34,184
+1,381
| +4% | +$202K | 3.39% | 10 |
|
|
2017
Q3 | $4.57M | Buy |
32,803
+516
| +2% | +$67.8K | 3.44% | 9 |
|
|
2017
Q2 | $3.93M | Buy |
32,287
+688
| +2% | +$80.5K | 3.06% | 11 |
|
|
2017
Q1 | $3.54M | Buy |
+31,599
| New | +$3.39M | 2.95% | 9 |
|
Other funds holding MCO
VCM
VPM
PAM
Progressive Investment Management's MCO Position: Q1 2026 in Review
Progressive Investment Management increased its Moody's (MCO) stake by 0.08% in Q1 2026, buying an estimated $12.3K and bringing the position to 33,690 shares worth $14.7M. The position accounts for 3.88% of the portfolio, ranked #7.
Progressive Investment Management first reported a position in MCO in Q1 2017 and has held it in 37 quarters since. The position peaked at $17.2M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.
- Progressive Investment Management held 33,690 shares of Moody's worth $14.7M as of Q1 2026.
- Progressive Investment Management bought 26 Moody's shares in Q1 2026, an estimated $12.3K.
- Moody's made up 3.88% of Progressive Investment Management's portfolio in Q1 2026, its #7 holding.
- Progressive Investment Management first reported a position in Moody's in Q1 2017 and has held it in 37 quarters since.
- Progressive Investment Management's Moody's position peaked at $17.2M in Q4 2025.
- 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.
Based on Progressive Investment Management's 13F filing for Q1 2026, filed 5 May 2026.