Waverly Advisors’s Moody's MCO Stock Holding History

Waverly Advisors's MCO Position: Q2 2026 in Review

Waverly Advisors increased its Moody's (MCO) stake by 4.5% in Q2 2026, buying an estimated $65.1K and bringing the position to 3,336 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #777.

Waverly Advisors first reported a position in MCO in Q1 2017 and has held it in 12 quarters since. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

• Waverly Advisors held 3,336 shares of Moody's worth $1.51M as of Q2 2026.
• Waverly Advisors bought 145 Moody's shares in Q2 2026, an estimated $65.1K.
• Moody's made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #777 holding.
• Waverly Advisors first reported a position in Moody's in Q1 2017 and has held it in 12 quarters since.
• 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.