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

Delta 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	$235K	Sell	518 -13	-2%	-$5.84K	0.04%	257
2026 Q1	$232K	Hold	531	–	–	0.04%	237
2025 Q4	$271K	Sell	531 -109	-17%	-$53.2K	0.05%	225
2025 Q3	$305K	Sell	640 -58	-8%	-$29.2K	0.05%	208
2025 Q2	$350K	Sell	698 -163	-19%	-$75.5K	0.07%	175
2025 Q1	$401K	Buy	861 +142	+20%	+$68.4K	0.08%	149
2024 Q4	$340K	Buy	719 +1	+0.1%	+$477	0.07%	176
2024 Q3	$341K	Sell	718 -1,122	-61%	-$520K	0.07%	170
2024 Q2	$774K	Sell	1,840 -126	-6%	-$50.1K	0.17%	77
2024 Q1	$773K	Buy	1,966 +6	+0.3%	+$2.31K	0.18%	91
2023 Q4	$765K	Sell	1,960 -415	-17%	-$144K	0.19%	73
2023 Q3	$751K	Buy	2,375 +195	+9%	+$66.3K	0.21%	65
2023 Q2	$758K	Sell	2,180 -133	-6%	-$42.2K	0.21%	66
2023 Q1	$708K	Sell	2,313 -216	-9%	-$65.3K	0.2%	68
2022 Q4	$705K	Sell	2,529 -2,553	-50%	-$698K	0.23%	69
2022 Q3	$1.24M	Buy	5,082 +966	+23%	+$281K	0.53%	50
2022 Q2	$1.12M	Buy	+4,116	New	+$1.23M	0.51%	48

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

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

Delta Investment Management reduced its Moody's (MCO) stake by 2.4% in Q2 2026, selling an estimated $5.84K and leaving 518 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #257.

Delta Investment Management first reported a position in MCO in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.24M in Q3 2022. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Delta Investment Management held 518 shares of Moody's worth $235K as of Q2 2026.
Delta Investment Management sold 13 Moody's shares in Q2 2026, an estimated $5.84K.
Moody's made up 0.04% of Delta Investment Management's portfolio in Q2 2026, its #257 holding.
Delta Investment Management first reported a position in Moody's in Q2 2022 and has held it in 17 quarters since.
Delta Investment Management's Moody's position peaked at $1.24M in Q3 2022.
1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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