GCM
MCO icon

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
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
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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)
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

Genus Capital Management's MCO Position: Q1 2026 in Review

Genus Capital Management reduced its Moody's (MCO) stake by 2.6% in Q1 2026, selling an estimated $29.3K and leaving 2,326 shares worth $1.01M. The position accounts for 0.12% of the portfolio, ranked #136.

Genus Capital Management first reported a position in MCO in Q2 2023 and has held it in 8 quarters since. The position peaked at $9.34M in Q1 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Genus Capital Management held 2,326 shares of Moody's worth $1.01M as of Q1 2026.
  • Genus Capital Management sold 62 Moody's shares in Q1 2026, an estimated $29.3K.
  • Moody's made up 0.12% of Genus Capital Management's portfolio in Q1 2026, its #136 holding.
  • Genus Capital Management first reported a position in Moody's in Q2 2023 and has held it in 8 quarters since.
  • Genus Capital Management's Moody's position peaked at $9.34M in Q1 2024.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Genus Capital Management's 13F filing for Q1 2026, filed 4 May 2026.