Resonant Capital Advisors’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
$255K Buy
+563
New +$253K 0.01% 445
2026
Q1
– Sell
-512
Closed -$262K – 510
2025
Q4
$262K Buy
512
+44
+9% +$21.5K 0.01% 367
2025
Q3
$223K Sell
468
-20
-4% -$10.1K 0.01% 398
2025
Q2
$245K Buy
+488
New +$226K 0.02% 364

Other funds holding MCO

Resonant Capital Advisors's MCO Position: Q2 2026 in Review

Resonant Capital Advisors opened a new position in Moody's (MCO) in Q2 2026: 563 shares worth $255K. The stake represents 0.01% of the portfolio and ranks #445 among its holdings. This is a return to the name: Resonant Capital Advisors previously reported a position in MCO as recently as Q4 2025.

Resonant Capital Advisors first reported a position in MCO in Q2 2025 and has held it in 4 quarters since. The position peaked at $262K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Resonant Capital Advisors held 563 shares of Moody's worth $255K as of Q2 2026.
  • Moody's was a new Resonant Capital Advisors position in Q2 2026.
  • Moody's made up 0.01% of Resonant Capital Advisors's portfolio in Q2 2026, its #445 holding.
  • Resonant Capital Advisors first reported a position in Moody's in Q2 2025 and has held it in 4 quarters since.
  • Resonant Capital Advisors's Moody's position peaked at $262K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.