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RAFFA WEALTH MANAGEMENT, LLC’s Moody's MCO Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio MCO Stock Details MCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.9K Buy
44
+4
+10% +$1.8K ﹤0.01% 291
2026
Q1 		$17.4K Buy
40
+1
+3% +$473 ﹤0.01% 291
2025
Q4 		$19.9K Buy
39
+7
+22% +$3.42K ﹤0.01% 261
2025
Q3 		$15.2K Buy
32
+4
+14% +$2.02K ﹤0.01% 297
2025
Q2 		$14K Hold
28
– – ﹤0.01% 316
2025
Q1 		$13K Hold
28
– – ﹤0.01% 279
2024
Q4 		$13.3K Hold
28
– – ﹤0.01% 281
2024
Q3 		$13.3K Sell
28
-38
-58% -$17.6K ﹤0.01% 273
2024
Q2 		$27.8K Hold
66
– – 0.01% 261
2024
Q1 		$25.9K Buy
66
+38
+136% +$14.7K 0.01% 261
2023
Q4 		$10.9K Hold
28
– – ﹤0.01% 282
2023
Q3 		$8.85K Hold
28
– – ﹤0.01% 294
2023
Q2 		$9.74K Hold
28
– – ﹤0.01% 288
2023
Q1 		$8.57K Hold
28
– – ﹤0.01% 319
2022
Q4 		$7.8K Hold
28
– – ﹤0.01% 318
2022
Q3 		$6.81K Hold
28
– – ﹤0.01% 332
2022
Q2 		$7.62K Hold
28
– – ﹤0.01% 318
2022
Q1 		$9.45K Hold
28
– – ﹤0.01% 300
2021
Q4 		$10.9K Hold
28
– – ﹤0.01% 292
2021
Q3 		$9.94K Hold
28
– – ﹤0.01% 262
2021
Q2 		$10.1K Hold
28
– – ﹤0.01% 262
2021
Q1 		$8.36K Buy
28
+4
+17% +$1.13K ﹤0.01% 305
2020
Q4 		$6.97K Hold
24
– – ﹤0.01% 299
2020
Q3 		$6.96K Buy
24
+5
+26% +$1.43K ﹤0.01% 281
2020
Q2 		$5.22K Hold
19
– – ﹤0.01% 306
2020
Q1 		$4.02K Buy
19
+5
+36% +$1.22K ﹤0.01% 309
2019
Q4 		$3.32K Hold
14
– – ﹤0.01% 322
2019
Q3 		$2.87K Buy
+14
New +$2.94K ﹤0.01% 330
2019
Q2 		– Sell
-14
Closed -$2.54K – 1121
2019
Q1 		$2.54K Hold
14
– – ﹤0.01% 313
2018
Q4 		$1.96K Hold
14
– – ﹤0.01% 358
2018
Q3 		$2.34K Hold
14
– – ﹤0.01% 363
2018
Q2 		$2.39K Hold
14
– – ﹤0.01% 343
2018
Q1 		$2.26K Buy
+14
New +$2.27K ﹤0.01% 333
2017
Q1 		– Sell
-6
Closed -$566 – 657
2016
Q4 		$566 Hold
6
– – ﹤0.01% 697
2016
Q3 		$650 Hold
6
– – ﹤0.01% 599
2016
Q2 		$562 Hold
6
– – ﹤0.01% 628
2016
Q1 		$579 Hold
6
– – ﹤0.01% 631
2015
Q4 		$602 Hold
6
– – ﹤0.01% 599
2015
Q3 		$589 Hold
6
– – ﹤0.01% 593
2015
Q2 		$648 Hold
6
– – ﹤0.01% 567
2015
Q1 		$623 Hold
6
– – ﹤0.01% 589
2014
Q4 		$575 Hold
6
– – ﹤0.01% 609
2014
Q3 		$567 Buy
+6
New +$550 ﹤0.01% 560
2014
Q1 		– Sell
-6
Closed -$575 – 537
2013
Q4 		$575 Buy
+6
New +$439 ﹤0.01% 609

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's MCO Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Moody's (MCO) stake by 10% in Q2 2026, buying an estimated $1.8K and bringing the position to 44 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in MCO in Q4 2013 and has held it in 44 quarters since. The position peaked at $27.8K in Q2 2024. 439 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 44 shares of Moody's worth $19.9K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 4 Moody's shares in Q2 2026, an estimated $1.8K.
  • Moody's made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #291 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Moody's in Q4 2013 and has held it in 44 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Moody's position peaked at $27.8K in Q2 2024.
  • 439 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.