Smith Salley Wealth Management’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
Q1 | $4.73M | Buy |
10,832
+28
| +0.3% | +$13.2K | 0.24% | 76 |
|
|
2025
Q4 | $5.52M | Buy |
10,804
+4
| +0% | +$1.95K | 0.27% | 69 |
|
|
2025
Q3 | $5.15M | Buy |
10,800
+343
| +3% | +$173K | 0.26% | 65 |
|
|
2025
Q2 | $5.25M | Buy |
10,457
+382
| +4% | +$177K | 0.3% | 61 |
|
|
2025
Q1 | $4.69M | Buy |
10,075
+367
| +4% | +$177K | 0.31% | 59 |
|
|
2024
Q4 | $4.6M | Buy |
9,708
+593
| +7% | +$283K | 0.3% | 61 |
|
|
2024
Q3 | $4.33M | Buy |
9,115
+353
| +4% | +$164K | 0.28% | 62 |
|
|
2024
Q2 | $3.69M | Buy |
8,762
+857
| +11% | +$341K | 0.26% | 71 |
|
|
2024
Q1 | $3.11M | Buy |
7,905
+516
| +7% | +$199K | 0.24% | 73 |
|
|
2023
Q4 | $2.89M | Buy |
7,389
+314
| +4% | +$109K | 0.19% | 88 |
|
|
2023
Q3 | $2.24M | Buy |
7,075
+370
| +6% | +$126K | 0.17% | 97 |
|
|
2023
Q2 | $2.33M | Buy |
6,705
+73
| +1% | +$23.1K | 0.17% | 91 |
|
|
2023
Q1 | $2.03M | Sell |
6,632
-63
| -0.9% | -$19K | 0.16% | 100 |
|
|
2022
Q4 | $1.87M | Sell |
6,695
-28
| -0.4% | -$7.66K | 0.16% | 102 |
|
|
2022
Q3 | $1.63M | Buy |
6,723
+265
| +4% | +$77K | 0.15% | 105 |
|
|
2022
Q2 | $1.76M | Sell |
6,458
-475
| -7% | -$142K | 0.15% | 108 |
|
|
2022
Q1 | $2.34M | Buy |
6,933
+3
| +0% | +$1.01K | 0.18% | 97 |
|
|
2021
Q4 | $2.71M | Buy |
6,930
+955
| +16% | +$368K | 0.19% | 95 |
|
|
2021
Q3 | $2.12M | Buy |
5,975
+420
| +8% | +$158K | 0.17% | 101 |
|
|
2021
Q2 | $2.01M | Buy |
5,555
+281
| +5% | +$93.5K | 0.16% | 100 |
|
|
2021
Q1 | $1.57M | Buy |
5,274
+307
| +6% | +$86.5K | 0.14% | 103 |
|
|
2020
Q4 | $1.44M | Buy |
4,967
+1,012
| +26% | +$283K | 0.15% | 100 |
|
|
2020
Q3 | $1.15M | Buy |
3,955
+64
| +2% | +$18.3K | 0.14% | 96 |
|
|
2020
Q2 | $1.07M | Buy |
3,891
+483
| +14% | +$123K | 0.14% | 96 |
|
|
2020
Q1 | $721K | Buy |
3,408
+421
| +14% | +$102K | 0.12% | 107 |
|
|
2019
Q4 | $709K | Buy |
2,987
+126
| +4% | +$28K | 0.09% | 116 |
|
|
2019
Q3 | $586K | Buy |
2,861
+215
| +8% | +$45.1K | 0.08% | 117 |
|
|
2019
Q2 | $517K | Buy |
2,646
+160
| +6% | +$30.4K | 0.08% | 122 |
|
|
2019
Q1 | $450K | Buy |
2,486
+237
| +11% | +$38.9K | 0.07% | 128 |
|
|
2018
Q4 | $315K | Buy |
2,249
+28
| +1% | +$4.22K | 0.06% | 137 |
|
|
2018
Q3 | $371K | Buy |
2,221
+345
| +18% | +$60.7K | 0.06% | 139 |
|
|
2018
Q2 | $320K | Buy |
1,876
+205
| +12% | +$34.7K | 0.05% | 143 |
|
|
2018
Q1 | $270K | Buy |
1,671
+142
| +9% | +$23K | 0.05% | 151 |
|
|
2017
Q4 | $226K | Buy |
+1,529
| New | +$224K | 0.04% | 172 |
|
Other funds holding MCO
VCM
VPM
PAM
Smith Salley Wealth Management's MCO Position: Q1 2026 in Review
Smith Salley Wealth Management increased its Moody's (MCO) stake by 0.26% in Q1 2026, buying an estimated $13.2K and bringing the position to 10,832 shares worth $4.73M. The position accounts for 0.24% of the portfolio, ranked #76.
Smith Salley Wealth Management first reported a position in MCO in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.52M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.
- Smith Salley Wealth Management held 10,832 shares of Moody's worth $4.73M as of Q1 2026.
- Smith Salley Wealth Management bought 28 Moody's shares in Q1 2026, an estimated $13.2K.
- Moody's made up 0.24% of Smith Salley Wealth Management's portfolio in Q1 2026, its #76 holding.
- Smith Salley Wealth Management first reported a position in Moody's in Q4 2017 and has held it in 34 quarters since.
- Smith Salley Wealth Management's Moody's position peaked at $5.52M in Q4 2025.
- 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.
Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.