Wilkerson Advisory Group’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
$32.6K Buy
72
+14
+24% +$6.29K 0.01% 269
2026
Q1
$25.3K Buy
58
+27
+87% +$12.8K 0.01% 269
2025
Q4
$15.8K Buy
+31
New +$15.1K 0.01% 273

Other funds holding MCO

Wilkerson Advisory Group's MCO Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Moody's (MCO) stake by 24% in Q2 2026, buying an estimated $6.29K and bringing the position to 72 shares worth $32.6K. The position accounts for 0.01% of the portfolio, ranked #269.

Wilkerson Advisory Group first reported a position in MCO in Q4 2025 and has held it in 3 quarters since. 1,404 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Wilkerson Advisory Group held 72 shares of Moody's worth $32.6K as of Q2 2026.
  • Wilkerson Advisory Group bought 14 Moody's shares in Q2 2026, an estimated $6.29K.
  • Moody's made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #269 holding.
  • Wilkerson Advisory Group first reported a position in Moody's in Q4 2025 and has held it in 3 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.