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 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 $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Generate Investment Management's MCO Position: Q1 2026 in Review

Generate Investment Management reduced its Moody's (MCO) stake by 12% in Q1 2026, selling an estimated $2.12M and leaving 33,885 shares worth $14.8M. The position accounts for 0.73% of the portfolio, ranked #31.

Generate Investment Management first reported a position in MCO in Q4 2023 and has held it in 6 quarters since. The position peaked at $19.6M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Generate Investment Management held 33,885 shares of Moody's worth $14.8M as of Q1 2026.
Generate Investment Management sold 4,479 Moody's shares in Q1 2026, an estimated $2.12M.
Moody's made up 0.73% of Generate Investment Management's portfolio in Q1 2026, its #31 holding.
Generate Investment Management first reported a position in Moody's in Q4 2023 and has held it in 6 quarters since.
Generate Investment Management's Moody's position peaked at $19.6M in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Generate Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.