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Coalescence Partners Investment Management’s Moody's MCO Stock Holding History

Coalescence Partners 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 		$23.6M Sell
52,204
-51,371
-50% -$23.1M 6.94% 6
2026
Q1 		$45.2M Buy
+103,575
New +$49M 9.77% 4

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

Coalescence Partners Investment Management's MCO Position: Q2 2026 in Review

Coalescence Partners Investment Management reduced its Moody's (MCO) stake by 50% in Q2 2026, selling an estimated $23.1M and leaving 52,204 shares worth $23.6M. The position accounts for 6.94% of the portfolio, ranked #6.

Coalescence Partners Investment Management first reported a position in MCO in Q1 2026 and has held it in 2 quarters since. The position peaked at $45.2M in Q1 2026. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Coalescence Partners Investment Management held 52,204 shares of Moody's worth $23.6M as of Q2 2026.
  • Coalescence Partners Investment Management sold 51,371 Moody's shares in Q2 2026, an estimated $23.1M.
  • Moody's made up 6.94% of Coalescence Partners Investment Management's portfolio in Q2 2026, its #6 holding.
  • Coalescence Partners Investment Management first reported a position in Moody's in Q1 2026 and has held it in 2 quarters since.
  • Coalescence Partners Investment Management's Moody's position peaked at $45.2M in Q1 2026.
  • 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Coalescence Partners Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.