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Alphinity Investment Management’s Moody's MCO Stock Holding History

Alphinity Investment Management’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 		– Sell
-13,484
Closed -$5.88M – 32
2026
Q1 		$5.88M Sell
13,484
-3,980
-23% -$1.88M 0.1% 29
2025
Q4 		$8.92M Buy
17,464
+11,241
+181% +$5.48M 0.09% 29
2025
Q3 		$2.97M Buy
6,223
+1,014
+19% +$511K 0.03% 29
2025
Q2 		$2.61M Sell
5,209
-1,538
-23% -$712K 0.02% 29
2025
Q1 		$3.14M Hold
6,747
– – 0.02% 31
2024
Q4 		$3.19M Buy
6,747
+2,421
+56% +$1.16M 0.02% 34
2024
Q3 		$2.05M Buy
+4,326
New +$2M 0.01% 33

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

Alphinity Investment Management's MCO Position: Q2 2026 in Review

Alphinity Investment Management sold out of Moody's (MCO) in Q2 2026, closing a stake of 13,484 shares — an estimated $5.88M sold.

Alphinity Investment Management first reported a position in MCO in Q3 2024 and held it in 7 quarters. The position peaked at $8.92M in Q4 2025. 1,410 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Alphinity Investment Management reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • Alphinity Investment Management sold 13,484 Moody's shares in Q2 2026, an estimated $5.88M.
  • Alphinity Investment Management first reported a position in Moody's in Q3 2024 and held it in 7 quarters.
  • Alphinity Investment Management's Moody's position peaked at $8.92M in Q4 2025.
  • 1,410 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Alphinity Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.