Prospera Financial Services’s Moody's MCO Stock Holding History

Prospera Financial Services’s Portfolio MCO Stock Details MCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$970K	Buy	2,141 +190	+10%	+$85.3K	0.01%	785
2026 Q1	$851K	Sell	1,951 -66	-3%	-$31.2K	0.01%	782
2025 Q4	$1.03M	Buy	2,017 +1,562	+343%	+$762K	0.02%	662
2025 Q3	$217K	Sell	455 -2,427	-84%	-$1.22M	﹤0.01%	1276
2025 Q2	$1.45M	Buy	+2,882	New	+$1.33M	0.03%	549
2022 Q2	–	Sell	-134	Closed	-$45K	–	2195
2022 Q1	$45K	Buy	+134	New	+$45.1K	﹤0.01%	1420
2020 Q4	–	Sell	-10	Closed	-$3K	–	1196
2020 Q3	$3K	Buy	+10	New	+$2.85K	﹤0.01%	1396
2020 Q1	–	Sell	-20,029	Closed	-$4.75M	–	585
2019 Q4	$4.75M	Buy	+20,029	New	+$4.45M	0.37%	38

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Prospera Financial Services's MCO Position: Q2 2026 in Review

Prospera Financial Services increased its Moody's (MCO) stake by 9.7% in Q2 2026, buying an estimated $85.3K and bringing the position to 2,141 shares worth $970K. The position accounts for 0.01% of the portfolio, ranked #785.

Prospera Financial Services first reported a position in MCO in Q4 2019 and has held it in 8 quarters since. The position peaked at $4.75M in Q4 2019. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Prospera Financial Services held 2,141 shares of Moody's worth $970K as of Q2 2026.
Prospera Financial Services bought 190 Moody's shares in Q2 2026, an estimated $85.3K.
Moody's made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #785 holding.
Prospera Financial Services first reported a position in Moody's in Q4 2019 and has held it in 8 quarters since.
Prospera Financial Services's Moody's position peaked at $4.75M in Q4 2019.
1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.