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

Generate 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	$16.5M	Buy	36,523 +2,638	+8%	+$1.18M	0.68%	39
2026 Q1	$14.8M	Sell	33,885 -4,479	-12%	-$2.12M	0.73%	31
2025 Q4	$19.6M	Buy	+38,364	New	+$18.7M	0.89%	32
2025 Q3	–	Sell	-9,072	Closed	-$4.55M	–	92
2025 Q2	$4.55M	Buy	+9,072	New	+$4.2M	0.25%	88
2024 Q3	–	Sell	-27,771	Closed	-$11.7M	–	80
2024 Q2	$11.7M	Buy	27,771 +3,494	+14%	+$1.39M	0.69%	41
2024 Q1	$9.54M	Hold	24,277	–	–	0.69%	48
2023 Q4	$9.48M	Buy	+24,277	New	+$8.44M	0.82%	45

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 $3.38T AUM 44.17% 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

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

Generate Investment Management increased its Moody's (MCO) stake by 7.8% in Q2 2026, buying an estimated $1.18M and bringing the position to 36,523 shares worth $16.5M. The position accounts for 0.68% of the portfolio, ranked #39.

Generate Investment Management first reported a position in MCO in Q4 2023 and has held it in 7 quarters since. The position peaked at $19.6M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Generate Investment Management held 36,523 shares of Moody's worth $16.5M as of Q2 2026.
Generate Investment Management bought 2,638 Moody's shares in Q2 2026, an estimated $1.18M.
Moody's made up 0.68% of Generate Investment Management's portfolio in Q2 2026, its #39 holding.
Generate Investment Management first reported a position in Moody's in Q4 2023 and has held it in 7 quarters since.
Generate Investment Management's Moody's position peaked at $19.6M in Q4 2025.
1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Generate Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.