Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$128K Buy
283
+18
+7% +$8.08K 0.08% 161
2026
Q1
$116K Buy
265
+1
+0.4% +$473 0.09% 130
2025
Q4
$135K Sell
264
-22
-8% -$10.7K 0.1% 134
2025
Q3
$136K Sell
286
-1
-0.3% -$504 0.11% 124
2025
Q2
$144K Sell
287
-6
-2% -$2.78K 0.12% 113
2025
Q1
$136K Sell
293
-98
-25% -$47.2K 0.13% 123
2024
Q4
$185K Buy
+391
New +$187K 0.17% 107

Other funds holding MCO

WPG Advisers's MCO Position: Q2 2026 in Review

WPG Advisers increased its Moody's (MCO) stake by 6.8% in Q2 2026, buying an estimated $8.08K and bringing the position to 283 shares worth $128K. The position accounts for 0.08% of the portfolio, ranked #161.

WPG Advisers first reported a position in MCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $185K in Q4 2024. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • WPG Advisers held 283 shares of Moody's worth $128K as of Q2 2026.
  • WPG Advisers bought 18 Moody's shares in Q2 2026, an estimated $8.08K.
  • Moody's made up 0.08% of WPG Advisers's portfolio in Q2 2026, its #161 holding.
  • WPG Advisers first reported a position in Moody's in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Moody's position peaked at $185K in Q4 2024.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.