IPS
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Investors Portfolio Services’s Moody's MCO Stock Holding History

Investors Portfolio Services’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 		$2.65K Buy
6
+2
+50% +$898 ﹤0.01% 224
2026
Q1 		$1.75K Hold
4
– – ﹤0.01% 266
2025
Q4 		$1.87K Buy
+4
New +$1.95K ﹤0.01% 228

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

Investors Portfolio Services's MCO Position: Q2 2026 in Review

Investors Portfolio Services increased its Moody's (MCO) stake by 50% in Q2 2026, buying an estimated $898 and bringing the position to 6 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Investors Portfolio Services first reported a position in MCO in Q4 2025 and has held it in 3 quarters since. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Investors Portfolio Services held 6 shares of Moody's worth $2.65K as of Q2 2026.
  • Investors Portfolio Services bought 2 Moody's shares in Q2 2026, an estimated $898.
  • Moody's made up ﹤0.01% of Investors Portfolio Services's portfolio in Q2 2026, its #224 holding.
  • Investors Portfolio Services first reported a position in Moody's in Q4 2025 and has held it in 3 quarters since.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.