United Capital Financial 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 | $2.49M | Sell |
5,506
-173
| -3% | -$77.7K | 0.01% | 530 |
|
|
2026
Q1 | $2.48M | Sell |
5,679
-195
| -3% | -$92.2K | 0.02% | 503 |
|
|
2025
Q4 | $3M | Buy |
5,874
+147
| +3% | +$71.7K | 0.02% | 448 |
|
|
2025
Q3 | $2.73M | Sell |
5,727
-3,414
| -37% | -$1.72M | 0.02% | 400 |
|
|
2025
Q2 | $4.59M | Buy |
9,141
+89
| +1% | +$41.2K | 0.04% | 294 |
|
|
2025
Q1 | $4.22M | Buy |
9,052
+724
| +9% | +$349K | 0.04% | 297 |
|
|
2024
Q4 | $3.94M | Buy |
8,328
+19
| +0.2% | +$9.07K | 0.03% | 298 |
|
|
2024
Q3 | $3.94M | Buy |
8,309
+8
| +0.1% | +$3.71K | 0.03% | 302 |
|
|
2024
Q2 | $3.49M | Sell |
8,301
-525
| -6% | -$209K | 0.03% | 317 |
|
|
2024
Q1 | $3.47M | Buy |
8,826
+1,485
| +20% | +$573K | 0.03% | 335 |
|
|
2023
Q4 | $2.87M | Buy |
7,341
+792
| +12% | +$275K | 0.02% | 358 |
|
|
2023
Q3 | $2.07M | Buy |
6,549
+1,499
| +30% | +$510K | 0.01% | 419 |
|
|
2023
Q2 | $1.76M | Buy |
5,050
+627
| +14% | +$199K | 0.01% | 460 |
|
|
2023
Q1 | $1.35M | Buy |
4,423
+3,691
| +504% | +$1.12M | 0.01% | 515 |
|
|
2022
Q4 | $204K | Buy |
+732
| New | +$200K | ﹤0.01% | 985 |
|
|
2022
Q3 | – | Sell |
-1,698
| Closed | -$462K | – | 1126 |
|
|
2022
Q2 | $462K | Buy |
1,698
+163
| +11% | +$48.8K | ﹤0.01% | 817 |
|
|
2022
Q1 | $518K | Buy |
1,535
+72
| +5% | +$24.2K | ﹤0.01% | 828 |
|
|
2021
Q4 | $571K | Sell |
1,463
-491
| -25% | -$189K | ﹤0.01% | 821 |
|
|
2021
Q3 | $694K | Buy |
+1,954
| New | +$736K | ﹤0.01% | 772 |
|
|
2021
Q1 | – | Sell |
-796
| Closed | -$231K | – | 1219 |
|
|
2020
Q4 | $231K | Buy |
796
+66
| +9% | +$18.5K | ﹤0.01% | 1084 |
|
|
2020
Q3 | $212K | Buy |
+730
| New | +$208K | ﹤0.01% | 1060 |
|
|
2020
Q1 | – | Sell |
-1,194
| Closed | -$284K | – | 1300 |
|
|
2019
Q4 | $284K | Sell |
1,194
-788
| -40% | -$175K | ﹤0.01% | 1158 |
|
|
2019
Q3 | $406K | Sell |
1,982
-42,995
| -96% | -$9.01M | ﹤0.01% | 1004 |
|
|
2019
Q2 | $8.78M | Buy |
44,977
+40,763
| +967% | +$7.74M | 0.06% | 316 |
|
|
2019
Q1 | $763K | Sell |
4,214
-114,574
| -96% | -$18.8M | 0.01% | 852 |
|
|
2018
Q4 | $16.6M | Buy |
118,788
+45,275
| +62% | +$6.83M | 0.13% | 162 |
|
|
2018
Q3 | $12.3M | Buy |
73,513
+16,822
| +30% | +$2.96M | 0.09% | 255 |
|
|
2018
Q2 | $9.67M | Buy |
56,691
+29,692
| +110% | +$5.03M | 0.07% | 308 |
|
|
2018
Q1 | $4.36M | Sell |
26,999
-8,357
| -24% | -$1.35M | 0.03% | 431 |
|
|
2017
Q4 | $5.23M | Buy |
35,356
+4,211
| +14% | +$617K | 0.04% | 405 |
|
|
2017
Q3 | $4.34M | Buy |
31,145
+27,532
| +762% | +$3.62M | 0.04% | 413 |
|
|
2017
Q2 | $440K | Sell |
3,613
-530
| -13% | -$62K | ﹤0.01% | 960 |
|
|
2017
Q1 | $464K | Buy |
4,143
+455
| +12% | +$48.8K | ﹤0.01% | 928 |
|
|
2016
Q4 | $348K | Sell |
3,688
-215
| -6% | -$21.7K | ﹤0.01% | 1007 |
|
|
2016
Q3 | $423K | Sell |
3,903
-21
| -0.5% | -$2.21K | ﹤0.01% | 1004 |
|
|
2016
Q2 | $369K | Sell |
3,924
-438
| -10% | -$42.3K | ﹤0.01% | 986 |
|
|
2016
Q1 | $421K | Buy |
4,362
+152
| +4% | +$13.7K | ﹤0.01% | 928 |
|
|
2015
Q4 | $422K | Buy |
4,210
+83
| +2% | +$8.32K | ﹤0.01% | 923 |
|
|
2015
Q3 | $405K | Buy |
4,127
+21
| +0.5% | +$2.23K | ﹤0.01% | 963 |
|
|
2015
Q2 | $443K | Sell |
4,106
-6
| -0.1% | -$646 | 0.01% | 959 |
|
|
2015
Q1 | $442K | Buy |
4,112
+306
| +8% | +$29.6K | 0.01% | 940 |
|
|
2014
Q4 | $365K | Buy |
3,806
+1,400
| +58% | +$136K | 0.01% | 910 |
|
|
2014
Q3 | $227K | Buy |
+2,406
| New | +$220K | ﹤0.01% | 1001 |
|
|
2014
Q2 | – | Sell |
-2,710
| Closed | -$215K | – | 883 |
|
|
2014
Q1 | $215K | Buy |
2,710
+110
| +4% | +$8.61K | ﹤0.01% | 858 |
|
|
2013
Q4 | $204K | Buy |
+2,600
| New | +$190K | 0.01% | 599 |
|
Other funds holding MCO
United Capital Financial Advisors's MCO Position: Q2 2026 in Review
United Capital Financial Advisors reduced its Moody's (MCO) stake by 3% in Q2 2026, selling an estimated $77.7K and leaving 5,506 shares worth $2.49M. The position accounts for 0.01% of the portfolio, ranked #530.
United Capital Financial Advisors first reported a position in MCO in Q4 2013 and has held it in 45 quarters since. The position peaked at $16.6M in Q4 2018. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- United Capital Financial Advisors held 5,506 shares of Moody's worth $2.49M as of Q2 2026.
- United Capital Financial Advisors sold 173 Moody's shares in Q2 2026, an estimated $77.7K.
- Moody's made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #530 holding.
- United Capital Financial Advisors first reported a position in Moody's in Q4 2013 and has held it in 45 quarters since.
- United Capital Financial Advisors's Moody's position peaked at $16.6M in Q4 2018.
- 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.