TCI Wealth Advisors’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 | $262K | Buy |
578
+55
| +11% | +$24.7K | 0.01% | 229 |
|
|
2026
Q1 | $228K | Sell |
523
-12
| -2% | -$5.68K | 0.01% | 226 |
|
|
2025
Q4 | $273K | Buy |
535
+23
| +4% | +$11.2K | 0.02% | 203 |
|
|
2025
Q3 | $244K | Buy |
512
+8
| +2% | +$4.03K | 0.01% | 217 |
|
|
2025
Q2 | $253K | Buy |
504
+5
| +1% | +$2.32K | 0.02% | 201 |
|
|
2025
Q1 | $232K | Buy |
499
+6
| +1% | +$2.89K | 0.02% | 199 |
|
|
2024
Q4 | $233K | Sell |
493
-3
| -0.6% | -$1.43K | 0.02% | 204 |
|
|
2024
Q3 | $235K | Sell |
496
-8
| -2% | -$3.71K | 0.02% | 212 |
|
|
2024
Q2 | $212K | Buy |
+504
| New | +$201K | 0.02% | 209 |
|
|
2023
Q2 | – | Sell |
-487
| Closed | -$149K | – | 1377 |
|
|
2023
Q1 | $149K | Hold |
487
| – | – | 0.02% | 221 |
|
|
2022
Q4 | $136K | Sell |
487
-17
| -3% | -$4.65K | 0.02% | 217 |
|
|
2022
Q3 | $123K | Buy |
504
+15
| +3% | +$4.36K | 0.02% | 214 |
|
|
2022
Q2 | $133K | Sell |
489
-2
| -0.4% | -$598 | 0.02% | 214 |
|
|
2022
Q1 | $165K | Buy |
491
+181
| +58% | +$60.9K | 0.02% | 198 |
|
|
2021
Q4 | $121K | Buy |
310
+6
| +2% | +$2.31K | 0.02% | 239 |
|
|
2021
Q3 | $108K | Buy |
304
+10
| +3% | +$3.77K | 0.02% | 269 |
|
|
2021
Q2 | $107K | Buy |
294
+5
| +2% | +$1.66K | 0.02% | 262 |
|
|
2021
Q1 | $86K | Buy |
289
+7
| +2% | +$1.97K | 0.04% | 264 |
|
|
2020
Q4 | $82K | Hold |
282
| – | – | 0.04% | 254 |
|
|
2020
Q3 | $82K | Hold |
282
| – | – | 0.03% | 236 |
|
|
2020
Q2 | $77K | Hold |
282
| – | – | 0.03% | 246 |
|
|
2020
Q1 | $60K | Sell |
282
-245
| -46% | -$59.5K | 0.03% | 276 |
|
|
2019
Q4 | $125K | Buy |
527
+247
| +88% | +$54.9K | 0.05% | 227 |
|
|
2019
Q3 | $57K | Buy |
280
+12
| +4% | +$2.52K | 0.03% | 301 |
|
|
2019
Q2 | $52K | Hold |
268
| – | – | 0.02% | 304 |
|
|
2019
Q1 | $49K | Sell |
268
-5
| -2% | -$822 | 0.02% | 337 |
|
|
2018
Q4 | $38K | Buy |
273
+2
| +0.7% | +$302 | 0.02% | 360 |
|
|
2018
Q3 | $45K | Hold |
271
| – | – | 0.02% | 361 |
|
|
2018
Q2 | $46K | Buy |
271
+3
| +1% | +$508 | 0.02% | 339 |
|
|
2018
Q1 | $43K | Sell |
268
-24
| -8% | -$3.88K | 0.02% | 352 |
|
|
2017
Q4 | $43K | Hold |
292
| – | – | 0.02% | 367 |
|
|
2017
Q3 | $41K | Hold |
292
| – | – | 0.02% | 341 |
|
|
2017
Q2 | $36K | Sell |
292
-12
| -4% | -$1.4K | 0.02% | 365 |
|
|
2017
Q1 | $34K | Buy |
304
+88
| +41% | +$9.44K | 0.02% | 355 |
|
|
2016
Q4 | $20K | Sell |
216
-77
| -26% | -$7.77K | 0.01% | 488 |
|
|
2016
Q3 | $32K | Buy |
293
+10
| +4% | +$1.05K | 0.02% | 358 |
|
|
2016
Q2 | $27K | Buy |
283
+36
| +15% | +$3.48K | 0.02% | 386 |
|
|
2016
Q1 | $24K | Sell |
247
-54
| -18% | -$4.85K | 0.01% | 409 |
|
|
2015
Q4 | $30K | Hold |
301
| – | – | 0.02% | 376 |
|
|
2015
Q3 | $30K | Buy |
301
+29
| +11% | +$3.08K | 0.02% | 342 |
|
|
2015
Q2 | $29K | Sell |
272
-6
| -2% | -$646 | 0.02% | 345 |
|
|
2015
Q1 | $29K | Buy |
278
+22
| +9% | +$2.13K | 0.02% | 308 |
|
|
2014
Q4 | $25K | Hold |
256
| – | – | 0.02% | 329 |
|
|
2014
Q3 | $24K | Buy |
256
+4
| +2% | +$367 | 0.02% | 313 |
|
|
2014
Q2 | $22K | Buy |
252
+3
| +1% | +$247 | 0.01% | 336 |
|
|
2014
Q1 | $20K | Buy |
249
+8
| +3% | +$627 | 0.01% | 328 |
|
|
2013
Q4 | $19K | Hold |
241
| – | – | 0.01% | 344 |
|
|
2013
Q3 | $17K | Buy |
241
+216
| +864% | +$14.2K | 0.01% | 303 |
|
|
2013
Q2 | $2K | Buy |
+25
| New | +$1.52K | ﹤0.01% | 597 |
|
Other funds holding MCO
TCI Wealth Advisors's MCO Position: Q2 2026 in Review
TCI Wealth Advisors increased its Moody's (MCO) stake by 11% in Q2 2026, buying an estimated $24.7K and bringing the position to 578 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #229.
TCI Wealth Advisors first reported a position in MCO in Q2 2013 and has held it in 49 quarters since. The position peaked at $273K in Q4 2025. 1,406 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- TCI Wealth Advisors held 578 shares of Moody's worth $262K as of Q2 2026.
- TCI Wealth Advisors bought 55 Moody's shares in Q2 2026, an estimated $24.7K.
- Moody's made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #229 holding.
- TCI Wealth Advisors first reported a position in Moody's in Q2 2013 and has held it in 49 quarters since.
- TCI Wealth Advisors's Moody's position peaked at $273K in Q4 2025.
- 1,406 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.