Nisa Investment Advisors
MCO icon

Nisa Investment Advisors’s Moody's MCO Stock Holding History

Nisa Investment Advisors’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
Q1 		$26M Sell
59,567
-9,560
-14% -$4.52M 0.1% 132
2025
Q4 		$35.3M Sell
69,127
-1,825
-3% -$890K 0.12% 100
2025
Q3 		$33.8M Buy
70,952
+2,308
+3% +$1.16M 0.13% 107
2025
Q2 		$34.4M Buy
68,644
+1,759
+3% +$815K 0.16% 104
2025
Q1 		$31.1M Sell
66,885
-215
-0.3% -$104K 0.16% 118
2024
Q4 		$31.8M Sell
67,100
-3,825
-5% -$1.83M 0.12% 131
2024
Q3 		$33.7M Buy
70,925
+5,076
+8% +$2.35M 0.2% 106
2024
Q2 		$27.7M Sell
65,849
-3,485
-5% -$1.39M 0.17% 118
2024
Q1 		$27.3M Buy
69,334
+3,325
+5% +$1.28M 0.18% 126
2023
Q4 		$25.8M Sell
66,009
-11,106
-14% -$3.86M 0.18% 127
2023
Q3 		$24.4M Buy
77,115
+3,545
+5% +$1.21M 0.19% 126
2023
Q2 		$25.6M Sell
73,570
-1,762
-2% -$559K 0.19% 115
2023
Q1 		$23.1M Buy
75,332
+8,764
+13% +$2.65M 0.18% 125
2022
Q4 		$18.5M Sell
66,568
-7,747
-10% -$2.12M 0.15% 165
2022
Q3 		$18.1M Buy
74,315
+1,914
+3% +$556K 0.15% 144
2022
Q2 		$19.7M Buy
72,401
+843
+1% +$252K 0.17% 136
2022
Q1 		$24.1M Sell
71,558
-10,762
-13% -$3.62M 0.17% 120
2021
Q4 		$28.2M Buy
82,320
+2,107
+3% +$813K 0.21% 107
2021
Q3 		$28.5K Sell
80,213
-11,566
-13% -$4.36M 0.17% 117
2021
Q2 		$33.3K Sell
91,779
-997
-1% -$332K 0.21% 95
2021
Q1 		$27.7K Sell
92,776
-79,507
-46% -$22.4M 0.18% 116
2020
Q4 		$50M Buy
172,283
+88,256
+105% +$24.7M 0.32% 72
2020
Q3 		$24.4M Buy
84,027
+1,075
+1% +$307K 0.2% 118
2020
Q2 		$22.8M Sell
82,952
-2,488
-3% -$632K 0.21% 108
2020
Q1 		$18.1M Buy
85,440
+1,748
+2% +$425K 0.2% 119
2019
Q4 		$19.9M Buy
83,692
+222
+0.3% +$49.3K 0.17% 128
2019
Q3 		$17.1M Buy
83,470
+13,811
+20% +$2.89M 0.15% 148
2019
Q2 		$13.6M Buy
69,659
+8,055
+13% +$1.53M 0.13% 174
2019
Q1 		$11.2M Buy
61,604
+1,631
+3% +$268K 0.11% 197
2018
Q4 		$8.4M Sell
59,973
-27,345
-31% -$4.12M 0.09% 214
2018
Q3 		$14.6M Buy
87,318
+12,220
+16% +$2.15M 0.13% 168
2018
Q2 		$12.8M Buy
75,098
+13,765
+22% +$2.33M 0.13% 172
2018
Q1 		$9.94M Hold
61,333
– – 0.1% 203
2017
Q4 		$9.05M Buy
61,333
+3,800
+7% +$557K 0.09% 221
2017
Q3 		$8.01M Sell
57,533
-150
-0.3% -$19.7K 0.09% 224
2017
Q2 		$7M Sell
57,683
-23,900
-29% -$2.8M 0.08% 246
2017
Q1 		$9.14M Sell
81,583
-2,005
-2% -$215K 0.11% 203
2016
Q4 		$7.88M Buy
83,588
+100
+0.1% +$10.1K 0.1% 216
2016
Q3 		$9.04M Hold
83,488
– – 0.12% 202
2016
Q2 		$7.82M Buy
83,488
+4,045
+5% +$391K 0.11% 217
2016
Q1 		$7.67M Buy
79,443
+1,300
+2% +$117K 0.11% 195
2015
Q4 		$7.84M Sell
78,143
-500
-0.6% -$50.1K 0.11% 188
2015
Q3 		$7.75M Hold
78,643
– – 0.12% 185
2015
Q2 		$8.49M Sell
78,643
-2,700
-3% -$291K 0.12% 178
2015
Q1 		$8.44M Sell
81,343
-750
-0.9% -$72.5K 0.12% 189
2014
Q4 		$7.87M Sell
82,093
-2,700
-3% -$262K 0.11% 196
2014
Q3 		$8.01M Sell
84,793
-600
-0.7% -$55K 0.11% 181
2014
Q2 		$7.49M Buy
85,393
+3,100
+4% +$255K 0.1% 203
2014
Q1 		$6.53M Hold
82,293
– – 0.09% 208
2013
Q4 		$6.46M Sell
82,293
-300
-0.4% -$22K 0.09% 213
2013
Q3 		$5.81M Sell
82,593
-1,300
-2% -$85.3K 0.09% 215
2013
Q2 		$5.11M Buy
+83,893
New +$5.09M 0.08% 231

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Nisa Investment Advisors's MCO Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Moody's (MCO) stake by 14% in Q1 2026, selling an estimated $4.52M and leaving 59,567 shares worth $26M. The position accounts for 0.1% of the portfolio, ranked #132.

Nisa Investment Advisors first reported a position in MCO in Q2 2013 and has held it in 52 quarters since. The position peaked at $50M in Q4 2020. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Nisa Investment Advisors held 59,567 shares of Moody's worth $26M as of Q1 2026.
  • Nisa Investment Advisors sold 9,560 Moody's shares in Q1 2026, an estimated $4.52M.
  • Moody's made up 0.1% of Nisa Investment Advisors's portfolio in Q1 2026, its #132 holding.
  • Nisa Investment Advisors first reported a position in Moody's in Q2 2013 and has held it in 52 quarters since.
  • Nisa Investment Advisors's Moody's position peaked at $50M in Q4 2020.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.