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CX Institutional

SEC CIK
0001737089
Latest filing
Jul 1, 2026

MCO holding history

Moodys Corp in every 13F filed by CX Institutional, 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)
1,145
Value
$519.0K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of MCO by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,145$519.0K<0.1%+38+3.4%AddedHolders
Q1 20261,107$483.0K<0.1%−140−11.2%ReducedHolders
Q4 20251,247$637.0K<0.1%+26+2.1%AddedHolders
Q3 20251,221$582.0K<0.1%−14−1.1%ReducedHolders
Q2 20251,235$620.0K<0.1%+159+14.8%AddedHolders
Q1 20251,076$501.0K<0.1%−37−3.3%ReducedHolders
Q4 20241,113$526.9K<0.1%+25+2.3%AddedHolders
Q3 20241,088$516.4K<0.1%+4+0.4%AddedHolders
Q2 20241,084$456.4K<0.1%−11−1.0%ReducedHolders
Q1 20241,095$430.4K<0.1%−16−1.4%ReducedHolders
Q4 20231,111$434.0K<0.1%−30−2.6%ReducedHolders
Q3 20231,141$360.8K<0.1%−8−0.7%ReducedHolders
Q2 20231,149$399.6K<0.1%+254+28.4%AddedHolders
Q1 2023895$272.7K<0.1%+165+22.6%AddedHolders
Q4 2022730$203.4K<0.1%+730NewHolders
Q3 20220$00.0%−168−100.0%Sold outHolders
Q2 2022168$46.0K<0.1%+168NewHolders
Q4 20210$00.0%−1,358−100.0%Sold outHolders
Q3 20211,358$482.0K<0.1%−4,967−78.5%ReducedHolders
Q2 20216,325$2.29M0.2%−264−4.0%ReducedHolders
Q1 20216,589$1.97M0.2%––Holders

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