Twin Peaks 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
Sell
-406
Closed -$177K 1389
2026
Q1
$177K Sell
406
-535
-57% -$253K 0.04% 201
2025
Q4
$423K Buy
941
+21
+2% +$10.2K 0.12% 116
2025
Q3
$439K Sell
920
-6
-0.6% -$3.02K 0.15% 106
2025
Q2
$478K Buy
926
+9
+1% +$4.17K 0.15% 97
2025
Q1
$399K Buy
917
+41
+5% +$19.8K 0.18% 97
2024
Q4
$415K Buy
876
+11
+1% +$5.25K 0.18% 90
2024
Q3
$411K Sell
865
-94
-10% -$43.6K 0.19% 82
2024
Q2
$404K Sell
959
-50
-5% -$19.9K 0.2% 83
2024
Q1
$397K Buy
1,009
+4
+0.4% +$1.54K 0.22% 80
2023
Q4
$393K Buy
+1,005
New +$349K 0.25% 76

Other funds holding MCO

Twin Peaks Wealth Advisors's MCO Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Moody's (MCO) in Q2 2026, closing a stake of 406 shares — an estimated $177K sold.

Twin Peaks Wealth Advisors first reported a position in MCO in Q4 2023 and held it in 10 quarters. The position peaked at $478K in Q2 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 406 Moody's shares in Q2 2026, an estimated $177K.
  • Twin Peaks Wealth Advisors first reported a position in Moody's in Q4 2023 and held it in 10 quarters.
  • Twin Peaks Wealth Advisors's Moody's position peaked at $478K in Q2 2025.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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