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Investment House LLC’s Moody's MCO Stock Holding History

Investment House LLC’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 		$2.61M Buy
+5,754
New +$2.58M 0.12% 110
2025
Q2 		– Sell
-4,699
Closed -$2.19M – 230
2025
Q1 		$2.19M Buy
+4,699
New +$2.26M 0.12% 112
2022
Q2 		– Sell
-720
Closed -$243K – 175
2022
Q1 		$243K Hold
720
– – 0.02% 166
2021
Q4 		$281K Hold
720
– – 0.02% 165
2021
Q3 		$256K Hold
720
– – 0.02% 172
2021
Q2 		$260K Hold
720
– – 0.02% 180
2021
Q1 		$215K Hold
720
– – 0.02% 184
2020
Q4 		$209K Hold
720
– – 0.01% 212
2020
Q3 		$209K Buy
+720
New +$206K 0.02% 198

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

Investment House LLC's MCO Position: Q2 2026 in Review

Investment House LLC opened a new position in Moody's (MCO) in Q2 2026: 5,754 shares worth $2.61M. The stake represents 0.12% of the portfolio and ranks #110 among its holdings. This is a return to the name: Investment House LLC previously reported a position in MCO as recently as Q1 2025.

Investment House LLC first reported a position in MCO in Q3 2020 and has held it in 9 quarters since. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Investment House LLC held 5,754 shares of Moody's worth $2.61M as of Q2 2026.
  • Moody's was a new Investment House LLC position in Q2 2026.
  • Moody's made up 0.12% of Investment House LLC's portfolio in Q2 2026, its #110 holding.
  • Investment House LLC first reported a position in Moody's in Q3 2020 and has held it in 9 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.