Stratos Wealth Advisors’s Moody's MCO Stock Holding History

Stratos Wealth Advisors’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	$468K	Buy	1,034 +1	+0.1%	+$449	0.03%	416
2026 Q1	$451K	Sell	1,033 -9	-0.9%	-$4.26K	0.03%	409
2025 Q4	$532K	Hold	1,042	–	–	0.03%	420
2025 Q3	$496K	Hold	1,042	–	–	0.02%	465
2025 Q2	$523K	Hold	1,042	–	–	0.03%	441
2025 Q1	$485K	Sell	1,042 -27	-3%	-$13K	0.03%	434
2024 Q4	$506K	Sell	1,069 -38	-3%	-$18.1K	0.02%	471
2024 Q3	$525K	Buy	1,107 +23	+2%	+$10.7K	0.02%	489
2024 Q2	$456K	Buy	1,084 +15	+1%	+$5.97K	0.02%	492
2024 Q1	$420K	Hold	1,069	–	–	0.02%	494
2023 Q4	$418K	Buy	1,069 +56	+6%	+$19.5K	0.02%	492
2023 Q3	$320K	Sell	1,013 -6	-0.6%	-$2.04K	0.02%	513
2023 Q2	$354K	Hold	1,019	–	–	0.03%	483
2023 Q1	$312K	Hold	1,019	–	–	0.02%	486
2022 Q4	$284K	Buy	+1,019	New	+$279K	0.02%	483
2022 Q3	–	Sell	-1,295	Closed	-$352K	–	520
2022 Q2	$352K	Hold	1,295	–	–	0.03%	414
2022 Q1	$437K	Sell	1,295 -143	-10%	-$48.1K	0.04%	395
2021 Q4	$562K	Hold	1,438	–	–	0.04%	375
2021 Q3	$511K	Buy	1,438 +129	+10%	+$48.6K	0.04%	351
2021 Q2	$474K	Buy	1,309 +14	+1%	+$4.66K	0.04%	364
2021 Q1	$387K	Hold	1,295	–	–	0.04%	355
2020 Q4	$376K	Buy	+1,295	New	+$362K	0.05%	283

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Stratos Wealth Advisors's MCO Position: Q2 2026 in Review

Stratos Wealth Advisors increased its Moody's (MCO) stake by 0.1% in Q2 2026, buying an estimated $449 and bringing the position to 1,034 shares worth $468K. The position accounts for 0.03% of the portfolio, ranked #416.

Stratos Wealth Advisors first reported a position in MCO in Q4 2020 and has held it in 22 quarters since. The position peaked at $562K in Q4 2021. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Stratos Wealth Advisors held 1,034 shares of Moody's worth $468K as of Q2 2026.
Stratos Wealth Advisors bought 1 Moody's share in Q2 2026, an estimated $449.
Moody's made up 0.03% of Stratos Wealth Advisors's portfolio in Q2 2026, its #416 holding.
Stratos Wealth Advisors first reported a position in Moody's in Q4 2020 and has held it in 22 quarters since.
Stratos Wealth Advisors's Moody's position peaked at $562K in Q4 2021.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.