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

Stratos Wealth Partners’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	$227K	Buy	+502	New	+$225K	﹤0.01%	1563
2026 Q1	–	Sell	-445	Closed	-$228K	–	1668
2025 Q4	$228K	Buy	445 +16	+4%	+$7.81K	﹤0.01%	1444
2025 Q3	$205K	Buy	+429	New	+$216K	﹤0.01%	1459
2025 Q1	–	Sell	-560	Closed	-$265K	–	1459
2024 Q4	$265K	Sell	560 -2	-0.4%	-$955	﹤0.01%	1203
2024 Q3	$267K	Buy	562 +4	+0.7%	+$1.85K	﹤0.01%	1207
2024 Q2	$235K	Buy	558 +38	+7%	+$15.1K	﹤0.01%	1198
2024 Q1	$205K	Sell	520 -145	-22%	-$55.9K	﹤0.01%	1283
2023 Q4	$260K	Buy	665 +12	+2%	+$4.17K	﹤0.01%	1148
2023 Q3	$207K	Buy	653 +66	+11%	+$22.4K	﹤0.01%	1160
2023 Q2	$204K	Buy	+587	New	+$186K	﹤0.01%	1096
2018 Q4	–	Sell	-960	Closed	-$161K	–	1801
2018 Q3	$161K	Buy	+960	New	+$169K	0.01%	931
2018 Q2	–	Sell	-960	Closed	-$155K	–	1917
2018 Q1	$155K	Buy	960 +143	+18%	+$23.1K	0.01%	1005
2017 Q4	$121K	Buy	+817	New	+$120K	0.01%	1078

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 Partners's MCO Position: Q2 2026 in Review

Stratos Wealth Partners opened a new position in Moody's (MCO) in Q2 2026: 502 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #1563 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in MCO as recently as Q4 2025.

Stratos Wealth Partners first reported a position in MCO in Q4 2017 and has held it in 13 quarters since. The position peaked at $267K in Q3 2024. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Stratos Wealth Partners held 502 shares of Moody's worth $227K as of Q2 2026.
Moody's was a new Stratos Wealth Partners position in Q2 2026.
Moody's made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1563 holding.
Stratos Wealth Partners first reported a position in Moody's in Q4 2017 and has held it in 13 quarters since.
Stratos Wealth Partners's Moody's position peaked at $267K in Q3 2024.
1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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