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Sowell Financial Services’s Moody's MCO Stock Holding History

Sowell Financial Services’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 		$761K Buy
1,681
+119
+8% +$53.4K 0.02% 530
2026
Q1 		$682K Buy
1,562
+6
+0.4% +$2.84K 0.03% 543
2025
Q4 		$795K Buy
1,556
+4
+0.3% +$1.95K 0.03% 502
2025
Q3 		$739K Buy
1,552
+5
+0.3% +$2.52K 0.03% 515
2025
Q2 		$776K Buy
1,547
+219
+16% +$101K 0.03% 489
2025
Q1 		$619K Buy
+1,328
New +$640K 0.03% 531
2021
Q2 		– Sell
-205
Closed -$68K – 1820
2021
Q1 		$68K Sell
205
-9
-4% -$2.54K ﹤0.01% 1526
2020
Q4 		$62K Sell
214
-138
-39% -$38.6K ﹤0.01% 1318
2020
Q3 		$102K Sell
352
-187
-35% -$53.4K 0.01% 965
2020
Q2 		$148K Buy
539
+450
+506% +$114K 0.01% 839
2020
Q1 		$19K Buy
89
+17
+24% +$4.13K ﹤0.01% 1414
2019
Q4 		$17K Buy
72
+4
+6% +$889 ﹤0.01% 1491
2019
Q3 		$14K Buy
+68
New +$14.3K ﹤0.01% 1414
2018
Q4 		– Sell
-3,694
Closed -$618K – 500
2018
Q3 		$618K Sell
3,694
-1
-0% -$176 0.09% 170
2018
Q2 		$626K Sell
3,695
-1,832
-33% -$310K 0.13% 145
2018
Q1 		$899K Buy
5,527
+1,924
+53% +$311K 0.22% 101
2017
Q4 		$568K Hold
3,603
– – 0.14% 145
2017
Q3 		$517K Sell
3,603
-2
-0.1% -$263 0.13% 141
2017
Q2 		$460K Buy
3,605
+37
+1% +$4.33K 0.13% 144
2017
Q1 		$410K Buy
+3,568
New +$383K 0.12% 158

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

Sowell Financial Services's MCO Position: Q2 2026 in Review

Sowell Financial Services increased its Moody's (MCO) stake by 7.6% in Q2 2026, buying an estimated $53.4K and bringing the position to 1,681 shares worth $761K. The position accounts for 0.02% of the portfolio, ranked #530.

Sowell Financial Services first reported a position in MCO in Q1 2017 and has held it in 20 quarters since. The position peaked at $899K in Q1 2018. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Sowell Financial Services held 1,681 shares of Moody's worth $761K as of Q2 2026.
  • Sowell Financial Services bought 119 Moody's shares in Q2 2026, an estimated $53.4K.
  • Moody's made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #530 holding.
  • Sowell Financial Services first reported a position in Moody's in Q1 2017 and has held it in 20 quarters since.
  • Sowell Financial Services's Moody's position peaked at $899K in Q1 2018.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.