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Livermore
Livermore
ZHEN

Triangle Securities Wealth Management

SEC CIK
0001541353
Latest filing
Jul 14, 2026

MCO holding history

Moodys Corp in every 13F filed by Triangle Securities Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCO overviewAll 13F holders of MCOFull Q2 2026 holdings

Shares (Q2 2026)
2,208
Value
$1.00M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of MCO by Triangle Securities Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,208$1.00M0.2%+39+1.8%AddedHolders
Q1 20262,169$946.4K0.2%−9−0.4%ReducedHolders
Q4 20252,178$1.11M0.2%+23+1.1%AddedHolders
Q3 20252,155$1.03M0.2%−12−0.6%ReducedHolders
Q2 20252,167$1.09M0.3%−40−1.8%ReducedHolders
Q1 20252,207$1.03M0.3%−25−1.1%ReducedHolders
Q4 20242,232$1.06M0.3%−23−1.0%ReducedHolders
Q3 20242,255$1.07M0.3%−100−4.2%ReducedHolders
Q2 20242,355$991.4K0.3%−32−1.3%ReducedHolders
Q1 20242,387$938.3K0.3%−69−2.8%ReducedHolders
Q4 20232,456$959.3K0.3%00.0%UnchangedHolders
Q3 20232,456$776.6K0.3%−20−0.8%ReducedHolders
Q2 20232,476$861.0K0.3%−15−0.6%ReducedHolders
Q1 20232,491$762.3K0.3%−36−1.4%ReducedHolders
Q4 20222,527$704.1K0.3%−438−14.8%ReducedHolders
Q3 20222,965$721.0K0.3%+50+1.7%AddedHolders
Q2 20222,915$793.0K0.3%+1,196+69.6%AddedHolders
Q1 20221,719$580.0K0.2%+524+43.8%AddedHolders
Q4 20211,195$467.0K0.1%00.0%UnchangedHolders
Q3 20211,195$424.0K0.1%00.0%UnchangedHolders
Q2 20211,195$433.0K0.1%00.0%UnchangedHolders
Q1 20211,195$357.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.