KP Management’s Moody's MCO Stock Holding History

KP 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	$4.98M	Buy	11,000 +3,000	+38%	+$1.35M	0.94%	45
2026 Q1	$3.49M	Sell	8,000 -1,000	-11%	-$473K	0.85%	52
2025 Q4	$4.6M	Hold	9,000	–	–	1.27%	38
2025 Q3	$4.29M	Sell	9,000 -1,000	-10%	-$504K	1.36%	33
2025 Q2	$5.02M	Hold	10,000	–	–	1.85%	22
2025 Q1	$4.66M	Hold	10,000	–	–	1.61%	24
2024 Q4	$4.73M	Hold	10,000	–	–	1.48%	25
2024 Q3	$4.75M	Hold	10,000	–	–	1.53%	28
2024 Q2	$4.21M	Hold	10,000	–	–	1.46%	28
2024 Q1	$3.93M	Hold	10,000	–	–	1.52%	26
2023 Q4	$3.91M	Buy	+10,000	New	+$3.48M	1.67%	22

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

KP Management's MCO Position: Q2 2026 in Review

KP Management increased its Moody's (MCO) stake by 38% in Q2 2026, buying an estimated $1.35M and bringing the position to 11,000 shares worth $4.98M. The position accounts for 0.94% of the portfolio, ranked #45.

KP Management first reported a position in MCO in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.02M in Q2 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

KP Management held 11,000 shares of Moody's worth $4.98M as of Q2 2026.
KP Management bought 3,000 Moody's shares in Q2 2026, an estimated $1.35M.
Moody's made up 0.94% of KP Management's portfolio in Q2 2026, its #45 holding.
KP Management first reported a position in Moody's in Q4 2023 and has held it in 11 quarters since.
KP Management's Moody's position peaked at $5.02M in Q2 2025.
1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on KP Management's 13F filing for Q2 2026, filed 14 Aug 2026.