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Riversedge Advisors’s Moody's MCO Stock Holding History

Riversedge 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 		$1.25M Buy
2,760
+393
+17% +$176K 0.16% 57
2026
Q1 		$1.03M Buy
2,367
+326
+16% +$154K 0.17% 54
2025
Q4 		$1.04M Buy
2,041
+10
+0.5% +$4.88K 0.17% 48
2025
Q3 		$968K Buy
2,031
+15
+0.7% +$7.56K 0.16% 53
2025
Q2 		$1.01M Buy
2,016
+37
+2% +$17.1K 0.2% 44
2025
Q1 		$922K Buy
1,979
+28
+1% +$13.5K 0.21% 46
2024
Q4 		$924K Buy
1,951
+17
+0.9% +$8.11K 0.21% 44
2024
Q3 		$918K Buy
1,934
+8
+0.4% +$3.71K 0.21% 40
2024
Q2 		$811K Sell
1,926
-8
-0.4% -$3.18K 0.2% 42
2024
Q1 		$760K Buy
1,934
+22
+1% +$8.48K 0.19% 39
2023
Q4 		$747K Sell
1,912
-62
-3% -$21.5K 0.2% 38
2023
Q3 		$624K Buy
1,974
+62
+3% +$21.1K 0.18% 41
2023
Q2 		$665K Hold
1,912
– – 0.18% 38
2023
Q1 		$585K Hold
1,912
– – 0.17% 45
2022
Q4 		$533K Hold
1,912
– – 0.17% 50
2022
Q3 		$465K Hold
1,912
– – 0.17% 51
2022
Q2 		$520K Hold
1,912
– – 0.19% 44
2022
Q1 		$645K Hold
1,912
– – 0.21% 41
2021
Q4 		$747K Hold
1,912
– – 0.24% 39
2021
Q3 		$679K Hold
1,912
– – 0.23% 36
2021
Q2 		$693K Hold
1,912
– – 0.25% 29
2021
Q1 		$571K Hold
1,912
– – 0.24% 29
2020
Q4 		$555K Hold
1,912
– – 0.26% 31
2020
Q3 		$554K Sell
1,912
-88
-4% -$25.1K 0.29% 29
2020
Q2 		$549K Buy
+2,000
New +$508K 0.32% 28

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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
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

Riversedge Advisors's MCO Position: Q2 2026 in Review

Riversedge Advisors increased its Moody's (MCO) stake by 17% in Q2 2026, buying an estimated $176K and bringing the position to 2,760 shares worth $1.25M. The position accounts for 0.16% of the portfolio, ranked #57.

Riversedge Advisors first reported a position in MCO in Q2 2020 and has held it in 25 quarters since. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Riversedge Advisors held 2,760 shares of Moody's worth $1.25M as of Q2 2026.
  • Riversedge Advisors bought 393 Moody's shares in Q2 2026, an estimated $176K.
  • Moody's made up 0.16% of Riversedge Advisors's portfolio in Q2 2026, its #57 holding.
  • Riversedge Advisors first reported a position in Moody's in Q2 2020 and has held it in 25 quarters since.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.