InceptionR’s Moody's MCO Stock Holding History

InceptionR’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	$497K	Buy	+1,098	New	+$493K	0.12%	313
2025 Q4	–	Sell	-1,249	Closed	-$595K	–	772
2025 Q3	$595K	Buy	1,249 +82	+7%	+$41.3K	0.14%	262
2025 Q2	$585K	Buy	+1,167	New	+$541K	0.14%	278
2024 Q4	–	Sell	-1,033	Closed	-$490K	–	768
2024 Q3	$490K	Buy	+1,033	New	+$479K	0.12%	319
2024 Q1	–	Sell	-798	Closed	-$312K	–	660
2023 Q4	$312K	Buy	+798	New	+$277K	0.22%	210
2023 Q2	–	Sell	-1,611	Closed	-$493K	–	549
2023 Q1	$493K	Buy	+1,611	New	+$487K	0.16%	245

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

InceptionR's MCO Position: Q2 2026 in Review

InceptionR opened a new position in Moody's (MCO) in Q2 2026: 1,098 shares worth $497K. The stake represents 0.12% of the portfolio and ranks #313 among its holdings. This is a return to the name: InceptionR previously reported a position in MCO as recently as Q3 2025.

InceptionR first reported a position in MCO in Q1 2023 and has held it in 6 quarters since. The position peaked at $595K in Q3 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

InceptionR held 1,098 shares of Moody's worth $497K as of Q2 2026.
Moody's was a new InceptionR position in Q2 2026.
Moody's made up 0.12% of InceptionR's portfolio in Q2 2026, its #313 holding.
InceptionR first reported a position in Moody's in Q1 2023 and has held it in 6 quarters since.
InceptionR's Moody's position peaked at $595K in Q3 2025.
1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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