Evoke Wealth, LLC

SEC CIK: 0001793432
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

MCO holding history

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

MCO overview All 13F holders of MCO Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 19; Since Q1 2021

Holdings of MCO by Evoke Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−15,599−100.0%	Sold out	Holders
Q1 2026	15,599	$6.81M	0.1%	−6,310−28.8%	Reduced	Holders
Q4 2025	21,909	$11.2M	0.2%	−276−1.2%	Reduced	Holders
Q3 2025	22,185	$10.6M	0.2%	−40−0.2%	Reduced	Holders
Q2 2025	22,225	$11.1M	0.3%	−602−2.6%	Reduced	Holders
Q1 2025	22,827	$10.6M	0.3%	−2,750−10.8%	Reduced	Holders
Q4 2024	25,577	$12.1M	0.3%	−1,505−5.6%	Reduced	Holders
Q3 2024	27,082	$12.9M	0.4%	+27,082	New	Holders
Q2 2024	0	$0	0.0%	−26,991−100.0%	Sold out	Holders
Q1 2024	26,991	$10.6M	0.3%	+26,991	New	Holders
Q4 2023	0	$0	0.0%	−27,299−100.0%	Sold out	Holders
Q3 2023	27,299	$8.63M	0.3%	−224−0.8%	Reduced	Holders
Q2 2023	27,523	$9.57M	0.3%	−4,808−14.9%	Reduced	Holders
Q1 2023	32,331	$9.89M	0.4%	−731−2.2%	Reduced	Holders
Q4 2022	33,062	$9.21M	0.3%	−105−0.3%	Reduced	Holders
Q3 2022	33,167	$8.06M	0.3%	−760−2.2%	Reduced	Holders
Q2 2022	33,927	$9.23M	0.3%	+4,445+15.1%	Added	Holders
Q1 2022	29,482	$9.95M	0.3%	−384−1.3%	Reduced	Holders
Q4 2021	29,866	$11.7M	0.4%	−159−0.5%	Reduced	Holders
Q3 2021	30,025	$10.7M	0.4%	−477−1.6%	Reduced	Holders
Q2 2021	30,502	$11.1M	0.4%	+251+0.8%	Added	Holders
Q1 2021	30,251	$9.03M	0.4%	–	–	Holders

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