Stamos Capital Partners’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
$1.49M Buy
3,295
+94
+3% +$42.2K 0.23% 109
2026
Q1
$1.4M Buy
3,201
+1,304
+69% +$617K 0.22% 105
2025
Q4
$969K Buy
1,897
+590
+45% +$288K 0.16% 121
2025
Q3
$623K Sell
1,307
-368
-22% -$186K 0.12% 120
2025
Q2
$840K Buy
1,675
+382
+30% +$177K 0.15% 120
2025
Q1
$602K Sell
1,293
-307
-19% -$148K 0.16% 118
2024
Q4
$757K Buy
1,600
+1,080
+208% +$515K 0.18% 112
2024
Q3
$247K Sell
520
-760
-59% -$352K 0.06% 127
2024
Q2
$539K Buy
+1,280
New +$509K 0.11% 121

Other funds holding MCO

Stamos Capital Partners's MCO Position: Q2 2026 in Review

Stamos Capital Partners increased its Moody's (MCO) stake by 2.9% in Q2 2026, buying an estimated $42.2K and bringing the position to 3,295 shares worth $1.49M. The position accounts for 0.23% of the portfolio, ranked #109.

Stamos Capital Partners first reported a position in MCO in Q2 2024 and has held it in 9 quarters since. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Stamos Capital Partners held 3,295 shares of Moody's worth $1.49M as of Q2 2026.
  • Stamos Capital Partners bought 94 Moody's shares in Q2 2026, an estimated $42.2K.
  • Moody's made up 0.23% of Stamos Capital Partners's portfolio in Q2 2026, its #109 holding.
  • Stamos Capital Partners first reported a position in Moody's in Q2 2024 and has held it in 9 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.