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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$244M Buy
538,516
+172,155
+47% +$77.3M 2.37% 16
2026
Q1
$160M Buy
366,361
+140,452
+62% +$66.4M 1.43% 18
2025
Q4
$115M Sell
225,909
-28,260
-11% -$13.8M 0.8% 23
2025
Q3
$121M Sell
254,169
-16,905
-6% -$8.52M 0.8% 24
2025
Q2
$136M Buy
+271,074
New +$126M 0.86% 26

Other funds holding MCO

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

Generation Investment Management increased its Moody's (MCO) stake by 47% in Q2 2026, buying an estimated $77.3M and bringing the position to 538,516 shares worth $244M. The position accounts for 2.37% of the portfolio, ranked #16.

Generation Investment Management first reported a position in MCO in Q2 2025 and has held it in 5 quarters since. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Generation Investment Management held 538,516 shares of Moody's worth $244M as of Q2 2026.
  • Generation Investment Management bought 172,155 Moody's shares in Q2 2026, an estimated $77.3M.
  • Moody's made up 2.37% of Generation Investment Management's portfolio in Q2 2026, its #16 holding.
  • Generation Investment Management first reported a position in Moody's in Q2 2025 and has held it in 5 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Generation Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.