Sound Income Strategies’s Moody's MCO Stock Holding History

Sound Income Strategies’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	–	Sell	-241	Closed	-$106K	–	1603
2026 Q1	$106K	Sell	241 -15	-6%	-$7.1K	0.01%	578
2025 Q4	$138K	Buy	256 +19	+8%	+$9.27K	0.01%	500
2025 Q3	$117K	Hold	237	–	–	0.01%	383
2025 Q2	$119K	Buy	237 +2	+0.9%	+$926	0.01%	359
2025 Q1	$109K	Hold	235	–	–	0.01%	379
2024 Q4	$111K	Sell	235 -3	-1%	-$1.43K	0.01%	338
2024 Q3	$113K	Buy	238 +6	+3%	+$2.78K	0.01%	322
2024 Q2	$97.7K	Hold	232	–	–	0.01%	336
2024 Q1	$91.2K	Hold	232	–	–	0.01%	325
2023 Q4	$90.6K	Hold	232	–	–	0.01%	301
2023 Q3	$73.4K	Hold	232	–	–	0.01%	252
2023 Q2	$80.7K	Hold	232	–	–	0.01%	239
2023 Q1	$71K	Hold	232	–	–	0.01%	242
2022 Q4	$64.6K	Buy	+232	New	+$63.5K	0.01%	230

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

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

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Sound Income Strategies's MCO Position: Q2 2026 in Review

Sound Income Strategies sold out of Moody's (MCO) in Q2 2026, closing a stake of 241 shares — an estimated $106K sold.

Sound Income Strategies first reported a position in MCO in Q4 2022 and held it in 14 quarters. The position peaked at $138K in Q4 2025. 662 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Sound Income Strategies reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 241 Moody's shares in Q2 2026, an estimated $106K.
Sound Income Strategies first reported a position in Moody's in Q4 2022 and held it in 14 quarters.
Sound Income Strategies's Moody's position peaked at $138K in Q4 2025.
662 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.