Valeo 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 | $431K | Buy |
951
+126
| +15% | +$56.6K | 0.01% | 495 |
|
|
2026
Q1 | $360K | Sell |
825
-1,164
| -59% | -$551K | 0.01% | 490 |
|
|
2025
Q4 | $1.02M | Buy |
1,989
+113
| +6% | +$55.1K | 0.02% | 297 |
|
|
2025
Q3 | $894K | Buy |
1,876
+24
| +1% | +$12.1K | 0.02% | 330 |
|
|
2025
Q2 | $929K | Buy |
1,852
+67
| +4% | +$31K | 0.02% | 322 |
|
|
2025
Q1 | $831K | Buy |
1,785
+13
| +0.7% | +$6.26K | 0.02% | 296 |
|
|
2024
Q4 | $839K | Buy |
1,772
+8
| +0.5% | +$3.82K | 0.02% | 304 |
|
|
2024
Q3 | $837K | Buy |
1,764
+8
| +0.5% | +$3.71K | 0.02% | 291 |
|
|
2024
Q2 | $739K | Buy |
1,756
+117
| +7% | +$46.5K | 0.02% | 293 |
|
|
2024
Q1 | $625K | Buy |
1,639
+6
| +0.4% | +$2.31K | 0.02% | 315 |
|
|
2023
Q4 | $638K | Sell |
1,633
-465
| -22% | -$162K | 0.03% | 298 |
|
|
2023
Q3 | $663K | Buy |
2,098
+196
| +10% | +$66.7K | 0.03% | 271 |
|
|
2023
Q2 | $661K | Buy |
1,902
+108
| +6% | +$34.2K | 0.03% | 265 |
|
|
2023
Q1 | $549K | Buy |
1,794
+595
| +50% | +$180K | 0.03% | 314 |
|
|
2022
Q4 | $334K | Buy |
1,199
+371
| +45% | +$101K | 0.02% | 361 |
|
|
2022
Q3 | $201K | Sell |
828
-2
| -0.2% | -$581 | 0.01% | 443 |
|
|
2022
Q2 | $226K | Sell |
830
-23
| -3% | -$6.88K | 0.01% | 418 |
|
|
2022
Q1 | $288K | Sell |
853
-100
| -10% | -$33.6K | 0.01% | 458 |
|
|
2021
Q4 | $372K | Buy |
953
+15
| +2% | +$5.79K | 0.02% | 367 |
|
|
2021
Q3 | $333K | Buy |
938
+174
| +23% | +$65.6K | 0.02% | 379 |
|
|
2021
Q2 | $277K | Sell |
764
-4
| -0.5% | -$1.33K | 0.02% | 376 |
|
|
2021
Q1 | $229K | Buy |
768
+3
| +0.4% | +$845 | 0.01% | 414 |
|
|
2020
Q4 | $222K | Hold |
765
| – | – | 0.01% | 391 |
|
|
2020
Q3 | $222K | Sell |
765
-38
| -5% | -$10.8K | 0.02% | 305 |
|
|
2020
Q2 | $221K | Buy |
803
+10
| +1% | +$2.54K | 0.02% | 301 |
|
|
2020
Q1 | $191K | Buy |
793
+7
| +0.9% | +$1.7K | 0.02% | 307 |
|
|
2019
Q4 | $187K | Buy |
786
+162
| +26% | +$36K | 0.02% | 335 |
|
|
2019
Q3 | $128K | Hold |
624
| – | – | 0.01% | 373 |
|
|
2019
Q2 | $122K | Sell |
624
-34
| -5% | -$6.45K | 0.01% | 392 |
|
|
2019
Q1 | $119K | Sell |
658
-8
| -1% | -$1.31K | 0.01% | 379 |
|
|
2018
Q4 | $93K | Sell |
666
-4
| -0.6% | -$603 | 0.01% | 392 |
|
|
2018
Q3 | $97K | Sell |
670
-34
| -5% | -$5.98K | 0.01% | 407 |
|
|
2018
Q2 | $119K | Sell |
704
-9
| -1% | -$1.52K | 0.02% | 373 |
|
|
2018
Q1 | $115K | Hold |
713
| – | – | 0.02% | 341 |
|
|
2017
Q4 | $105K | Buy |
713
+684
| +2,359% | +$100K | 0.02% | 334 |
|
|
2017
Q3 | $4K | Buy |
+29
| New | +$3.81K | ﹤0.01% | 916 |
|
Other funds holding MCO
Valeo Financial Advisors's MCO Position: Q2 2026 in Review
Valeo Financial Advisors increased its Moody's (MCO) stake by 15% in Q2 2026, buying an estimated $56.6K and bringing the position to 951 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #495.
Valeo Financial Advisors first reported a position in MCO in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.02M in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- Valeo Financial Advisors held 951 shares of Moody's worth $431K as of Q2 2026.
- Valeo Financial Advisors bought 126 Moody's shares in Q2 2026, an estimated $56.6K.
- Moody's made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #495 holding.
- Valeo Financial Advisors first reported a position in Moody's in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Moody's position peaked at $1.02M in Q4 2025.
- 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.