Regent Peak Wealth Advisors’s Moody's MCO Stock Holding History

Regent Peak Wealth Advisors’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	$262K	Buy	578 +17	+3%	+$7.63K	0.05%	171
2026 Q1	$245K	Buy	561 +10	+2%	+$4.73K	0.05%	171
2025 Q4	$281K	Hold	551	–	–	0.06%	142
2025 Q3	$263K	Buy	+551	New	+$278K	0.05%	147
2025 Q1	$252K	Sell	541 -17	-3%	-$8.19K	0.06%	136
2024 Q4	$264K	Buy	558 +10	+2%	+$4.77K	0.06%	137
2024 Q3	$260K	Buy	548 +11	+2%	+$5.1K	0.06%	137
2024 Q2	$226K	Buy	537 +5	+0.9%	+$1.99K	0.05%	147
2024 Q1	$209K	Buy	532 +5	+0.9%	+$1.93K	0.05%	159
2023 Q4	$206K	Buy	+527	New	+$183K	0.06%	155
2022 Q1	–	Sell	-537	Closed	-$210K	–	169
2021 Q4	$210K	Buy	+537	New	+$207K	0.06%	159
2021 Q1	–	Sell	-497	Closed	-$144K	–	633
2020 Q4	$144K	Buy	+497	New	+$139K	0.05%	174

Other funds holding MCO

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

HHAA

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Regent Peak Wealth Advisors's MCO Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Moody's (MCO) stake by 3% in Q2 2026, buying an estimated $7.63K and bringing the position to 578 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #171.

Regent Peak Wealth Advisors first reported a position in MCO in Q4 2020 and has held it in 12 quarters since. The position peaked at $281K in Q4 2025. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Regent Peak Wealth Advisors held 578 shares of Moody's worth $262K as of Q2 2026.
Regent Peak Wealth Advisors bought 17 Moody's shares in Q2 2026, an estimated $7.63K.
Moody's made up 0.05% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #171 holding.
Regent Peak Wealth Advisors first reported a position in Moody's in Q4 2020 and has held it in 12 quarters since.
Regent Peak Wealth Advisors's Moody's position peaked at $281K in Q4 2025.
262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.