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IEQ Capital’s Moody's MCO Stock Holding History

IEQ Capital’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 		$17.2M Buy
37,900
+16,239
+75% +$7.29M 0.08% 229
2026
Q1 		$9.45M Buy
+21,661
New +$10.2M 0.04% 372
2025
Q4 		– Sell
-8,310
Closed -$3.96M – 1941
2025
Q3 		$3.96M Sell
8,310
-2,292
-22% -$1.16M 0.01% 548
2025
Q2 		$5.32M Buy
10,602
+1,017
+11% +$471K 0.03% 402
2025
Q1 		$4.46M Buy
9,585
+206
+2% +$99.3K 0.04% 373
2024
Q4 		$4.44M Sell
9,379
-14
-0.1% -$6.68K 0.04% 291
2024
Q3 		$4.46M Buy
9,393
+432
+5% +$200K 0.05% 213
2024
Q2 		$3.77M Buy
8,961
+762
+9% +$303K 0.05% 219
2024
Q1 		$3.22M Buy
8,199
+471
+6% +$182K 0.05% 243
2023
Q4 		$3.02M Buy
7,728
+545
+8% +$189K 0.05% 225
2023
Q3 		$2.27M Sell
7,183
-70
-1% -$23.8K 0.05% 243
2023
Q2 		$2.52M Sell
7,253
-201
-3% -$63.7K 0.05% 231
2023
Q1 		$2.28M Buy
7,454
+911
+14% +$275K 0.05% 231
2022
Q4 		$1.82M Sell
6,543
-1,294
-17% -$354K 0.05% 257
2022
Q3 		$1.91M Buy
7,837
+2,303
+42% +$669K 0.05% 240
2022
Q2 		$1.5M Buy
5,534
+1,689
+44% +$505K 0.05% 242
2022
Q1 		$1.3M Buy
3,845
+375
+11% +$126K 0.03% 276
2021
Q4 		$1.35M Buy
3,470
+170
+5% +$65.6K 0.03% 256
2021
Q3 		$1.17M Buy
3,300
+641
+24% +$242K 0.03% 264
2021
Q2 		$963K Buy
2,659
+525
+25% +$175K 0.03% 257
2021
Q1 		$637K Buy
+2,134
New +$601K 0.03% 249
2020
Q4 		– Sell
-1,734
Closed -$503K – 321
2020
Q3 		$503K Buy
1,734
+827
+91% +$236K 0.03% 236
2020
Q2 		$249K Sell
907
-1,087
-55% -$276K 0.02% 259
2020
Q1 		$422K Buy
1,994
+781
+64% +$190K 0.03% 229
2019
Q4 		$288K Buy
+1,213
New +$270K 0.03% 320

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

IEQ Capital's MCO Position: Q2 2026 in Review

IEQ Capital increased its Moody's (MCO) stake by 75% in Q2 2026, buying an estimated $7.29M and bringing the position to 37,900 shares worth $17.2M. The position accounts for 0.08% of the portfolio, ranked #229.

IEQ Capital first reported a position in MCO in Q4 2019 and has held it in 25 quarters since. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • IEQ Capital held 37,900 shares of Moody's worth $17.2M as of Q2 2026.
  • IEQ Capital bought 16,239 Moody's shares in Q2 2026, an estimated $7.29M.
  • Moody's made up 0.08% of IEQ Capital's portfolio in Q2 2026, its #229 holding.
  • IEQ Capital first reported a position in Moody's in Q4 2019 and has held it in 25 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.