Makena Capital Management’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$27M Buy
59,671
+10,613
+22% +$4.77M 2.84% 10
2026
Q1
$21.4M Buy
49,058
+10,460
+27% +$4.95M 2.47% 12
2025
Q4
$19.7M Sell
38,598
-28,021
-42% -$13.7M 2.36% 14
2025
Q3
$31.7M Buy
66,619
+9,434
+16% +$4.76M 3.28% 8
2025
Q2
$28.7M Buy
57,185
+9,520
+20% +$4.41M 2.87% 8
2025
Q1
$22.2M Buy
47,665
+21,711
+84% +$10.5M 2.29% 12
2024
Q4
$12.3M Buy
25,954
+3,882
+18% +$1.85M 1.99% 14
2024
Q3
$10.5M Buy
22,072
+1,287
+6% +$596K 2.52% 18
2024
Q2
$8.75M Buy
20,785
+2,911
+16% +$1.16M 2.03% 27
2024
Q1
$7.03M Buy
17,874
+211
+1% +$81.4K 1.64% 35
2023
Q4
$6.9M Buy
+17,663
New +$6.14M 1.56% 37

Other funds holding MCO

Makena Capital Management's MCO Position: Q2 2026 in Review

Makena Capital Management increased its Moody's (MCO) stake by 22% in Q2 2026, buying an estimated $4.77M and bringing the position to 59,671 shares worth $27M. The position accounts for 2.84% of the portfolio, ranked #10.

Makena Capital Management first reported a position in MCO in Q4 2023 and has held it in 11 quarters since. The position peaked at $31.7M in Q3 2025. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Makena Capital Management held 59,671 shares of Moody's worth $27M as of Q2 2026.
  • Makena Capital Management bought 10,613 Moody's shares in Q2 2026, an estimated $4.77M.
  • Moody's made up 2.84% of Makena Capital Management's portfolio in Q2 2026, its #10 holding.
  • Makena Capital Management first reported a position in Moody's in Q4 2023 and has held it in 11 quarters since.
  • Makena Capital Management's Moody's position peaked at $31.7M in Q3 2025.
  • 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Makena Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.