Sigma Planning Corp’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
$247K Buy
545
+11
+2% +$4.94K 0.01% 1212
2026
Q1
$233K Buy
+534
New +$253K 0.01% 1164
2020
Q3
Sell
-954
Closed -$262K 1123
2020
Q2
$262K Buy
+954
New +$242K 0.01% 835

Other funds holding MCO

Sigma Planning Corp's MCO Position: Q2 2026 in Review

Sigma Planning Corp increased its Moody's (MCO) stake by 2.1% in Q2 2026, buying an estimated $4.94K and bringing the position to 545 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #1212.

Sigma Planning Corp first reported a position in MCO in Q2 2020 and has held it in 3 quarters since. The position peaked at $262K in Q2 2020. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Sigma Planning Corp held 545 shares of Moody's worth $247K as of Q2 2026.
  • Sigma Planning Corp bought 11 Moody's shares in Q2 2026, an estimated $4.94K.
  • Moody's made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1212 holding.
  • Sigma Planning Corp first reported a position in Moody's in Q2 2020 and has held it in 3 quarters since.
  • Sigma Planning Corp's Moody's position peaked at $262K in Q2 2020.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.