Valmark Advisers’s Moody's MCO Stock Holding History

Valmark Advisers's MCO Position: Q2 2026 in Review

Valmark Advisers reduced its Moody's (MCO) stake by 2.3% in Q2 2026, selling an estimated $5.39K and leaving 500 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Valmark Advisers first reported a position in MCO in Q3 2024 and has held it in 8 quarters since. The position peaked at $280K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

• Valmark Advisers held 500 shares of Moody's worth $226K as of Q2 2026.
• Valmark Advisers sold 12 Moody's shares in Q2 2026, an estimated $5.39K.
• Moody's made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #693 holding.
• Valmark Advisers first reported a position in Moody's in Q3 2024 and has held it in 8 quarters since.
• Valmark Advisers's Moody's position peaked at $280K in Q4 2025.
• 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.