Western 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
$336K Sell
743
-20
-3% -$8.98K 0.01% 794
2026
Q1
$333K Sell
763
-62
-8% -$29.3K 0.01% 762
2025
Q4
$422K Sell
825
-2
-0.2% -$976 0.02% 563
2025
Q3
$394K Sell
827
-19
-2% -$9.58K 0.02% 508
2025
Q2
$424K Buy
846
+38
+5% +$17.6K 0.03% 461
2025
Q1
$376K Sell
808
-14
-2% -$6.75K 0.02% 460
2024
Q4
$389K Sell
822
-20
-2% -$9.54K 0.02% 526
2024
Q3
$400K Sell
842
-9
-1% -$4.17K 0.02% 513
2024
Q2
$358K Sell
851
-7
-0.8% -$2.79K 0.03% 448
2024
Q1
$337K Sell
858
-12
-1% -$4.63K 0.03% 473
2023
Q4
$340K Buy
870
+13
+2% +$4.52K 0.02% 522
2023
Q3
$271K Buy
857
+20
+2% +$6.8K 0.02% 532
2023
Q2
$291K Buy
+837
New +$265K 0.02% 510

Other funds holding MCO

Western Wealth Management's MCO Position: Q2 2026 in Review

Western Wealth Management reduced its Moody's (MCO) stake by 2.6% in Q2 2026, selling an estimated $8.98K and leaving 743 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #794.

Western Wealth Management first reported a position in MCO in Q2 2023 and has held it in 13 quarters since. The position peaked at $424K in Q2 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Western Wealth Management held 743 shares of Moody's worth $336K as of Q2 2026.
  • Western Wealth Management sold 20 Moody's shares in Q2 2026, an estimated $8.98K.
  • Moody's made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #794 holding.
  • Western Wealth Management first reported a position in Moody's in Q2 2023 and has held it in 13 quarters since.
  • Western Wealth Management's Moody's position peaked at $424K in Q2 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.