BlueSpruce Investments’s Moody's MCO Stock Holding History

BlueSpruce Investments’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	$1.55M	Buy	+3,418	New	+$1.54M	0.24%	9
2025 Q4	–	Sell	-1,162	Closed	-$554K	–	23
2025 Q3	$554K	Hold	1,162	–	–	0.01%	26
2025 Q2	$583K	Buy	+1,162	New	+$538K	0.01%	28
2018 Q4	–	Sell	-498,461	Closed	-$83.3M	–	16
2018 Q3	$83.3M	Buy	498,461 +215,699	+76%	+$37.9M	6.39%	10
2018 Q2	$48.2M	Buy	282,762 +56,690	+25%	+$9.59M	4.66%	10
2018 Q1	$36.5M	Buy	226,072 +28,247	+14%	+$4.57M	4.2%	13
2017 Q4	$29.2M	Buy	197,825 +7,239	+4%	+$1.06M	5.51%	9
2017 Q3	$26.5M	Buy	+190,586	New	+$25M	5%	11
2016 Q1	–	Sell	-4,012	Closed	-$403K	–	19
2015 Q4	$403K	Buy	+4,012	New	+$402K	0.12%	18

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BlueSpruce Investments's MCO Position: Q2 2026 in Review

BlueSpruce Investments opened a new position in Moody's (MCO) in Q2 2026: 3,418 shares worth $1.55M. The stake represents 0.24% of the portfolio and ranks #9 among its holdings. This is a return to the name: BlueSpruce Investments previously reported a position in MCO as recently as Q3 2025.

BlueSpruce Investments first reported a position in MCO in Q4 2015 and has held it in 9 quarters since. The position peaked at $83.3M in Q3 2018. 1,406 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

BlueSpruce Investments held 3,418 shares of Moody's worth $1.55M as of Q2 2026.
Moody's was a new BlueSpruce Investments position in Q2 2026.
Moody's made up 0.24% of BlueSpruce Investments's portfolio in Q2 2026, its #9 holding.
BlueSpruce Investments first reported a position in Moody's in Q4 2015 and has held it in 9 quarters since.
BlueSpruce Investments's Moody's position peaked at $83.3M in Q3 2018.
1,406 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on BlueSpruce Investments's 13F filing for Q2 2026, filed 14 Aug 2026.