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Livermore
Livermore
ZHEN

GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

MCO holding history

Moodys Corp in every 13F filed by GWM Advisors LLC, 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)
8,127
Value
$3.68M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of MCO by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,127$3.68M<0.1%−1,176−12.6%ReducedHolders
Q1 20269,303$4.06M<0.1%+3,667+65.1%AddedHolders
Q4 20255,636$2.88M<0.1%+2,213+64.7%AddedHolders
Q3 20253,423$1.63M<0.1%+1,955+133.2%AddedHolders
Q2 20251,468$736.2K<0.1%+86+6.2%AddedHolders
Q1 20251,382$643.6K<0.1%−741−34.9%ReducedHolders
Q4 20242,123$1.00M<0.1%+804+61.0%AddedHolders
Q3 20241,319$626.1K<0.1%+395+42.7%AddedHolders
Q2 2024924$388.7K<0.1%+7+0.8%AddedHolders
Q1 2024917$360.2K<0.1%+632+221.8%AddedHolders
Q4 2023285$111.2K<0.1%−2−0.7%ReducedHolders
Q3 2023287$90.6K<0.1%−2,619−90.1%ReducedHolders
Q2 20232,906$1.01M<0.1%−19−0.6%ReducedHolders
Q1 20232,925$895.1K<0.1%−605−17.1%ReducedHolders
Q4 20223,530$227.4K<0.1%−355−9.1%ReducedHolders
Q3 20223,885$945.0K<0.1%+146+3.9%AddedHolders
Q2 20223,739$1.02M<0.1%+3,739NewHolders
Q1 20220$00.0%−3,583−100.0%Sold outHolders
Q4 20213,583$1.40M<0.1%+1,044+41.1%AddedHolders
Q3 20212,539$901.0K<0.1%−91−3.5%ReducedHolders
Q2 20212,630$953.0K<0.1%−158−5.7%ReducedHolders
Q1 20212,788$832.0K<0.1%––Holders

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