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NEOS Investment Management’s Moody's MCO Stock Holding History

NEOS 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 		$11.3M Buy
24,859
+2,896
+13% +$1.3M 0.04% 254
2026
Q1 		$9.58M Buy
21,963
+1,686
+8% +$798K 0.05% 249
2025
Q4 		$10.4M Buy
20,277
+2,033
+11% +$992K 0.06% 221
2025
Q3 		$8.69M Buy
18,244
+5,273
+41% +$2.66M 0.07% 215
2025
Q2 		$6.51M Sell
12,971
-767
-6% -$355K 0.08% 205
2025
Q1 		$6.4M Buy
13,738
+5,053
+58% +$2.43M 0.12% 167
2024
Q4 		$4.11M Buy
8,685
+2,398
+38% +$1.14M 0.1% 193
2024
Q3 		$2.98M Buy
6,287
+1,212
+24% +$562K 0.09% 204
2024
Q2 		$2.14M Buy
5,075
+1,047
+26% +$417K 0.09% 208
2024
Q1 		$1.58M Buy
4,028
+943
+31% +$364K 0.1% 194
2023
Q4 		$1.2M Buy
3,085
+629
+26% +$219K 0.11% 170
2023
Q3 		$777K Buy
+2,456
New +$835K 0.1% 172

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

NEOS Investment Management's MCO Position: Q2 2026 in Review

NEOS Investment Management increased its Moody's (MCO) stake by 13% in Q2 2026, buying an estimated $1.3M and bringing the position to 24,859 shares worth $11.3M. The position accounts for 0.04% of the portfolio, ranked #254.

NEOS Investment Management first reported a position in MCO in Q3 2023 and has held it in 12 quarters since. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • NEOS Investment Management held 24,859 shares of Moody's worth $11.3M as of Q2 2026.
  • NEOS Investment Management bought 2,896 Moody's shares in Q2 2026, an estimated $1.3M.
  • Moody's made up 0.04% of NEOS Investment Management's portfolio in Q2 2026, its #254 holding.
  • NEOS Investment Management first reported a position in Moody's in Q3 2023 and has held it in 12 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.