Walter & Keenan Wealth Management’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 | $846K | Buy |
1,867
+6
| +0.3% | +$2.69K | 0.21% | 81 |
|
|
2026
Q1 | $812K | Sell |
1,861
-29
| -2% | -$13.7K | 0.23% | 79 |
|
|
2025
Q4 | $966K | Sell |
1,890
-6
| -0.3% | -$2.93K | 0.26% | 72 |
|
|
2025
Q3 | $903K | Sell |
1,896
-4
| -0.2% | -$2.02K | 0.25% | 77 |
|
|
2025
Q2 | $953K | Buy |
1,900
+130
| +7% | +$60.2K | 0.28% | 78 |
|
|
2025
Q1 | $824K | Buy |
1,770
+38
| +2% | +$18.3K | 0.25% | 86 |
|
|
2024
Q4 | $820K | Buy |
1,732
+7
| +0.4% | +$3.34K | 0.25% | 85 |
|
|
2024
Q3 | $819K | Buy |
1,725
+1
| +0.1% | +$463 | 0.25% | 87 |
|
|
2024
Q2 | $726K | Sell |
1,724
-33
| -2% | -$13.1K | 0.23% | 85 |
|
|
2024
Q1 | $691K | Buy |
1,757
+33
| +2% | +$12.7K | 0.23% | 86 |
|
|
2023
Q4 | $673K | Hold |
1,724
| – | – | 0.24% | 83 |
|
|
2023
Q3 | $545K | Hold |
1,724
| – | – | 0.21% | 94 |
|
|
2023
Q2 | $599K | Hold |
1,724
| – | – | 0.22% | 93 |
|
|
2023
Q1 | $528K | Buy |
1,724
+44
| +3% | +$13.3K | 0.2% | 95 |
|
|
2022
Q4 | $468K | Hold |
1,680
| – | – | 0.18% | 93 |
|
|
2022
Q3 | $408K | Buy |
1,680
+5
| +0.3% | +$1.45K | 0.17% | 98 |
|
|
2022
Q2 | $456K | Hold |
1,675
| – | – | 0.18% | 94 |
|
|
2022
Q1 | $567K | Hold |
1,675
| – | – | 0.19% | 89 |
|
|
2021
Q4 | $654K | Hold |
1,675
| – | – | 0.21% | 81 |
|
|
2021
Q3 | $595K | Buy |
1,675
+29
| +2% | +$10.9K | 0.2% | 91 |
|
|
2021
Q2 | $603K | Hold |
1,646
| – | – | 0.21% | 90 |
|
|
2021
Q1 | $492K | Hold |
1,646
| – | – | 0.17% | 94 |
|
|
2020
Q4 | $478K | Hold |
1,646
| – | – | 0.17% | 96 |
|
|
2020
Q3 | $477K | Hold |
1,646
| – | – | 0.19% | 91 |
|
|
2020
Q2 | $452K | Buy |
+1,646
| New | +$418K | 0.18% | 95 |
|
|
2020
Q1 | – | Sell |
-1,646
| Closed | -$391K | – | 156 |
|
|
2019
Q4 | $391K | Hold |
1,646
| – | – | 0.15% | 107 |
|
|
2019
Q3 | $337K | Hold |
1,646
| – | – | 0.13% | 118 |
|
|
2019
Q2 | $321K | Hold |
1,646
| – | – | 0.14% | 114 |
|
|
2019
Q1 | $298K | Hold |
1,646
| – | – | 0.13% | 122 |
|
|
2018
Q4 | $231K | Buy |
1,646
+980
| +147% | +$148K | 0.1% | 133 |
|
|
2018
Q3 | $275K | Sell |
666
-980
| -60% | -$172K | 0.08% | 133 |
|
|
2018
Q2 | $281K | Hold |
1,646
| – | – | 0.12% | 135 |
|
|
2018
Q1 | $265K | Hold |
1,646
| – | – | 0.11% | 142 |
|
|
2017
Q4 | $243K | Hold |
1,646
| – | – | 0.1% | 152 |
|
|
2017
Q3 | $229K | Hold |
1,646
| – | – | 0.11% | 150 |
|
|
2017
Q2 | $200K | Buy |
+1,646
| New | +$193K | 0.1% | 151 |
|
Other funds holding MCO
Walter & Keenan Wealth Management's MCO Position: Q2 2026 in Review
Walter & Keenan Wealth Management increased its Moody's (MCO) stake by 0.32% in Q2 2026, buying an estimated $2.69K and bringing the position to 1,867 shares worth $846K. The position accounts for 0.21% of the portfolio, ranked #81.
Walter & Keenan Wealth Management first reported a position in MCO in Q2 2017 and has held it in 36 quarters since. The position peaked at $966K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- Walter & Keenan Wealth Management held 1,867 shares of Moody's worth $846K as of Q2 2026.
- Walter & Keenan Wealth Management bought 6 Moody's shares in Q2 2026, an estimated $2.69K.
- Moody's made up 0.21% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #81 holding.
- Walter & Keenan Wealth Management first reported a position in Moody's in Q2 2017 and has held it in 36 quarters since.
- Walter & Keenan Wealth Management's Moody's position peaked at $966K in Q4 2025.
- 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.