International Assets Investment Management’s Moody's MCO Stock Holding History

International Assets Investment 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	$559K	Buy	1,194 +6	+0.5%	+$2.69K	0.03%	438
2026 Q1	$521K	Buy	1,188 +57	+5%	+$27K	0.04%	435
2025 Q4	$578K	Sell	1,131 -422	-27%	-$206K	0.04%	407
2025 Q3	$780K	Sell	1,553 -2	-0.1%	-$1.01K	0.06%	306
2025 Q2	$780K	Buy	1,555 +199	+15%	+$92.2K	0.06%	304
2025 Q1	$631K	Buy	1,356 +266	+24%	+$128K	0.06%	343
2024 Q4	$515K	Sell	1,090 -437	-29%	-$209K	0.04%	399
2024 Q3	$725K	Buy	1,527 +549	+56%	+$254K	0.06%	263
2024 Q2	$412K	Buy	978 +126	+15%	+$50.1K	0.04%	432
2024 Q1	$336K	Buy	852 +285	+50%	+$110K	0.04%	494
2023 Q4	$221K	Sell	567 -117	-17%	-$40.7K	0.03%	598
2023 Q3	$215K	Buy	684 +67	+11%	+$22.8K	0.03%	472
2023 Q2	$215K	Buy	+617	New	+$196K	0.03%	492
2023 Q1	–	Sell	-1,118	Closed	-$311K	–	1287
2022 Q4	$311K	Buy	+1,118	New	+$306K	0.03%	457
2022 Q1	–	Sell	-552	Closed	-$216K	–	552
2021 Q4	$216K	Buy	+552	New	+$213K	0.04%	440
2021 Q2	–	Sell	-2,247	Closed	-$74K	–	1304
2021 Q1	$74K	Hold	2,247	–	–	0.01%	814
2020 Q4	$74K	Buy	+2,247	New	+$628K	0.01%	701

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

International Assets Investment Management's MCO Position: Q2 2026 in Review

International Assets Investment Management increased its Moody's (MCO) stake by 0.51% in Q2 2026, buying an estimated $2.69K and bringing the position to 1,194 shares worth $559K. The position accounts for 0.03% of the portfolio, ranked #438.

International Assets Investment Management first reported a position in MCO in Q4 2020 and has held it in 17 quarters since. The position peaked at $780K in Q3 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

International Assets Investment Management held 1,194 shares of Moody's worth $559K as of Q2 2026.
International Assets Investment Management bought 6 Moody's shares in Q2 2026, an estimated $2.69K.
Moody's made up 0.03% of International Assets Investment Management's portfolio in Q2 2026, its #438 holding.
International Assets Investment Management first reported a position in Moody's in Q4 2020 and has held it in 17 quarters since.
International Assets Investment Management's Moody's position peaked at $780K in Q3 2025.
1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.