Steward Partners Investment Advisory’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 | $2.01M | Buy |
4,434
+1,412
| +47% | +$634K | 0.01% | 917 |
|
|
2026
Q1 | $1.32M | Sell |
3,022
-223
| -7% | -$105K | 0.01% | 1021 |
|
|
2025
Q4 | $1.66M | Buy |
3,245
+134
| +4% | +$65.4K | 0.01% | 864 |
|
|
2025
Q3 | $1.48M | Buy |
3,111
+362
| +13% | +$182K | 0.01% | 893 |
|
|
2025
Q2 | $1.38M | Sell |
2,749
-112
| -4% | -$51.9K | 0.01% | 855 |
|
|
2025
Q1 | $1.33M | Sell |
2,861
-99
| -3% | -$47.7K | 0.01% | 801 |
|
|
2024
Q4 | $1.4M | Buy |
2,960
+405
| +16% | +$193K | 0.01% | 750 |
|
|
2024
Q3 | $1.21M | Buy |
2,555
+37
| +1% | +$17.1K | 0.01% | 789 |
|
|
2024
Q2 | $1.06M | Sell |
2,518
-70
| -3% | -$27.9K | 0.01% | 792 |
|
|
2024
Q1 | $1.02M | Buy |
2,588
+162
| +7% | +$62.5K | 0.01% | 786 |
|
|
2023
Q4 | $948K | Buy |
2,426
+6
| +0.2% | +$2.08K | 0.01% | 752 |
|
|
2023
Q3 | $765K | Sell |
2,420
-42
| -2% | -$14.3K | 0.01% | 770 |
|
|
2023
Q2 | $856K | Sell |
2,462
-10
| -0.4% | -$3.17K | 0.01% | 741 |
|
|
2023
Q1 | $757K | Sell |
2,472
-91
| -4% | -$27.5K | 0.01% | 775 |
|
|
2022
Q4 | $714K | Sell |
2,563
-146
| -5% | -$39.9K | 0.01% | 776 |
|
|
2022
Q3 | $659K | Sell |
2,709
-3,667
| -58% | -$1.07M | 0.01% | 764 |
|
|
2022
Q2 | $1.73M | Buy |
6,376
+3,278
| +106% | +$981K | 0.03% | 473 |
|
|
2022
Q1 | $1.04M | Buy |
3,098
+611
| +25% | +$205K | 0.02% | 672 |
|
|
2021
Q4 | $971K | Sell |
2,487
-267
| -10% | -$103K | 0.01% | 705 |
|
|
2021
Q3 | $978K | Hold |
2,754
| – | – | 0.02% | 665 |
|
|
2021
Q2 | $998K | Sell |
2,754
-385
| -12% | -$128K | 0.02% | 669 |
|
|
2021
Q1 | $937K | Buy |
3,139
+248
| +9% | +$69.8K | 0.02% | 668 |
|
|
2020
Q4 | $839K | Buy |
2,891
+20
| +0.7% | +$5.59K | 0.02% | 615 |
|
|
2020
Q3 | $832K | Hold |
2,871
| – | – | 0.02% | 534 |
|
|
2020
Q2 | $789K | Hold |
2,871
| – | – | 0.02% | 516 |
|
|
2020
Q1 | $607K | Hold |
2,871
| – | – | 0.02% | 517 |
|
|
2019
Q4 | $681K | Hold |
2,871
| – | – | 0.02% | 554 |
|
|
2019
Q3 | $588K | Sell |
2,871
-28
| -1% | -$5.87K | 0.02% | 541 |
|
|
2019
Q2 | $566K | Buy |
2,899
+19
| +0.7% | +$3.61K | 0.02% | 525 |
|
|
2019
Q1 | $521K | Sell |
2,880
-1
| -0% | -$164 | 0.02% | 505 |
|
|
2018
Q4 | $403K | Buy |
2,881
+2,617
| +991% | +$395K | 0.02% | 536 |
|
|
2018
Q3 | $44K | Buy |
264
+29
| +12% | +$5.1K | ﹤0.01% | 1250 |
|
|
2018
Q2 | $40K | Buy |
235
+14
| +6% | +$2.37K | ﹤0.01% | 1189 |
|
|
2018
Q1 | $35K | Hold |
221
| – | – | ﹤0.01% | 1123 |
|
|
2017
Q4 | $32K | Hold |
221
| – | – | ﹤0.01% | 977 |
|
|
2017
Q3 | $30K | Buy |
221
+21
| +11% | +$2.76K | ﹤0.01% | 828 |
|
|
2017
Q2 | $24K | Hold |
200
| – | – | ﹤0.01% | 810 |
|
|
2017
Q1 | $22K | Buy |
+200
| New | +$21.4K | ﹤0.01% | 729 |
|
Other funds holding MCO
Steward Partners Investment Advisory's MCO Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Moody's (MCO) stake by 47% in Q2 2026, buying an estimated $634K and bringing the position to 4,434 shares worth $2.01M. The position accounts for 0.01% of the portfolio, ranked #917.
Steward Partners Investment Advisory first reported a position in MCO in Q1 2017 and has held it in 38 quarters since. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- Steward Partners Investment Advisory held 4,434 shares of Moody's worth $2.01M as of Q2 2026.
- Steward Partners Investment Advisory bought 1,412 Moody's shares in Q2 2026, an estimated $634K.
- Moody's made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #917 holding.
- Steward Partners Investment Advisory first reported a position in Moody's in Q1 2017 and has held it in 38 quarters since.
- 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.