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
2025
Q1 		– Sell
-3,318
Closed -$1.57M – 295
2024
Q4 		$1.57M Sell
3,318
-45
-1% -$21.5K 0.21% 110
2024
Q3 		$1.6M Sell
3,363
-9,510
-74% -$4.41M 0.21% 107
2024
Q2 		$5.42M Buy
+12,873
New +$5.12M 0.72% 52
2024
Q1 		– Sell
-23,168
Closed -$9.05M – 317
2023
Q4 		$9.05M Buy
+23,168
New +$8.05M 1.33% 20

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.