Turtle Creek 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
$511K Sell
1,128
-9
-0.8% -$4.04K 0.03% 258
2026
Q1
$496K Buy
1,137
+94
+9% +$44.5K 0.04% 230
2025
Q4
$533K Buy
1,043
+164
+19% +$80K 0.04% 230
2025
Q3
$419K Buy
879
+463
+111% +$233K 0.04% 233
2025
Q2
$209K Buy
+416
New +$193K 0.02% 260
2024
Q1
Sell
-163
Closed -$63.7K 555
2023
Q4
$63.7K Buy
+163
New +$56.6K 0.02% 248

Other funds holding MCO

Turtle Creek Wealth Advisors's MCO Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its Moody's (MCO) stake by 0.79% in Q2 2026, selling an estimated $4.04K and leaving 1,128 shares worth $511K. The position accounts for 0.03% of the portfolio, ranked #258.

Turtle Creek Wealth Advisors first reported a position in MCO in Q4 2023 and has held it in 6 quarters since. The position peaked at $533K in Q4 2025. 613 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Turtle Creek Wealth Advisors held 1,128 shares of Moody's worth $511K as of Q2 2026.
  • Turtle Creek Wealth Advisors sold 9 Moody's shares in Q2 2026, an estimated $4.04K.
  • Moody's made up 0.03% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #258 holding.
  • Turtle Creek Wealth Advisors first reported a position in Moody's in Q4 2023 and has held it in 6 quarters since.
  • Turtle Creek Wealth Advisors's Moody's position peaked at $533K in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.