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Alapocas Investment Partners’s Moody's MCO Stock Holding History

Alapocas Investment Partners’s Portfolio MCO Stock Details MCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.71M Sell
10,404
-3,571
-26% -$1.6M 4.6% 8
2026
Q1 		$6.1M Sell
13,975
-102
-0.7% -$48.3K 4.61% 9
2025
Q4 		$7.19M Sell
14,077
-325
-2% -$159K 4.82% 7
2025
Q3 		$6.86M Sell
14,402
-5,904
-29% -$2.98M 4.71% 9
2025
Q2 		$10.2M Sell
20,306
-1,313
-6% -$608K 6.53% 6
2025
Q1 		$10.1M Sell
21,619
-547
-2% -$264K 6.16% 8
2024
Q4 		$10.5M Buy
22,166
+53
+0.2% +$25.3K 5.9% 9
2024
Q3 		$10.5M Sell
22,113
-530
-2% -$246K 6.16% 7
2024
Q2 		$9.53M Sell
22,643
-95
-0.4% -$37.8K 5.66% 10
2024
Q1 		$8.94M Sell
22,738
-68
-0.3% -$26.2K 5.32% 12
2023
Q4 		$8.91M Buy
22,806
+87
+0.4% +$30.2K 5.63% 10
2023
Q3 		$7.18M Buy
22,719
+370
+2% +$126K 5.23% 12
2023
Q2 		$7.77M Buy
22,349
+81
+0.4% +$25.7K 5.67% 9
2023
Q1 		$6.81M Sell
22,268
-611
-3% -$185K 5.64% 9
2022
Q4 		$6.37M Buy
22,879
+67
+0.3% +$18.3K 5.99% 12
2022
Q3 		$5.55M Buy
22,812
+255
+1% +$74.1K 5.56% 11
2022
Q2 		$6.13M Buy
22,557
+785
+4% +$235K 6.09% 9
2022
Q1 		$7.35M Buy
21,772
+1,295
+6% +$435K 6.31% 8
2021
Q4 		$8M Buy
+20,477
New +$7.9M 6.14% 9

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Alapocas Investment Partners's MCO Position: Q2 2026 in Review

Alapocas Investment Partners reduced its Moody's (MCO) stake by 26% in Q2 2026, selling an estimated $1.6M and leaving 10,404 shares worth $4.71M. The position accounts for 4.6% of the portfolio, ranked #8.

Alapocas Investment Partners first reported a position in MCO in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.5M in Q3 2024. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Alapocas Investment Partners held 10,404 shares of Moody's worth $4.71M as of Q2 2026.
  • Alapocas Investment Partners sold 3,571 Moody's shares in Q2 2026, an estimated $1.6M.
  • Moody's made up 4.6% of Alapocas Investment Partners's portfolio in Q2 2026, its #8 holding.
  • Alapocas Investment Partners first reported a position in Moody's in Q4 2021 and has held it in 19 quarters since.
  • Alapocas Investment Partners's Moody's position peaked at $10.5M in Q3 2024.
  • 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Alapocas Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.