Genus Capital Management’s Moody's MCO Stock Holding History

Genus Capital 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	$996K	Sell	2,199 -127	-5%	-$57K	0.1%	147
2026 Q1	$1.01M	Sell	2,326 -62	-3%	-$29.3K	0.12%	136
2025 Q4	$1.22M	Hold	2,388	–	–	0.14%	126
2025 Q3	$1.14M	Sell	2,388 -149	-6%	-$75.1K	0.13%	138
2025 Q2	$1.27M	Sell	2,537 -476	-16%	-$220K	0.16%	123
2025 Q1	$1.4M	Buy	+3,013	New	+$1.45M	0.2%	109
2024 Q2	–	Sell	-23,763	Closed	-$9.45M	–	311
2024 Q1	$9.34M	Buy	+23,763	New	+$9.16M	1.21%	18
2023 Q4	–	Sell	-19,783	Closed	-$6.88M	–	309
2023 Q3	$6.25M	Buy	19,783 +7,738	+64%	+$2.63M	0.98%	31
2023 Q2	$4.19M	Buy	+12,045	New	+$3.82M	0.62%	50

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

Genus Capital Management's MCO Position: Q2 2026 in Review

Genus Capital Management reduced its Moody's (MCO) stake by 5.5% in Q2 2026, selling an estimated $57K and leaving 2,199 shares worth $996K. The position accounts for 0.1% of the portfolio, ranked #147.

Genus Capital Management first reported a position in MCO in Q2 2023 and has held it in 9 quarters since. The position peaked at $9.34M in Q1 2024. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Genus Capital Management held 2,199 shares of Moody's worth $996K as of Q2 2026.
Genus Capital Management sold 127 Moody's shares in Q2 2026, an estimated $57K.
Moody's made up 0.1% of Genus Capital Management's portfolio in Q2 2026, its #147 holding.
Genus Capital Management first reported a position in Moody's in Q2 2023 and has held it in 9 quarters since.
Genus Capital Management's Moody's position peaked at $9.34M in Q1 2024.
1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Genus Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.