OFI Invest Asset 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
$1.62M Buy
3,670
+388
+12% +$174K 0.02% 242
2026
Q1
$1.38M Buy
3,282
+1,520
+86% +$719K 0.02% 218
2025
Q4
$867K Buy
1,762
+1,498
+567% +$731K 0.01% 231
2025
Q3
$107K Buy
264
+43
+19% +$21.7K ﹤0.01% 260
2025
Q2
$94.4K Buy
221
+71
+47% +$32.9K ﹤0.01% 243
2025
Q1
$64.7K Buy
150
+60
+67% +$28.9K ﹤0.01% 301
2024
Q4
$41.1K Buy
+90
New +$43K ﹤0.01% 319
2024
Q2
$34.2K Buy
87
+8
+10% +$3.18K ﹤0.01% 297
2024
Q1
$28.7K Sell
79
-3
-4% -$1.16K ﹤0.01% 262
2023
Q4
$29K Buy
82
+3
+4% +$1.04K ﹤0.01% 203
2023
Q3
$23.6K Buy
+79
New +$26.9K ﹤0.01% 267

Other funds holding MCO

OFI Invest Asset Management's MCO Position: Q2 2026 in Review

OFI Invest Asset Management increased its Moody's (MCO) stake by 12% in Q2 2026, buying an estimated $174K and bringing the position to 3,670 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #242.

OFI Invest Asset Management first reported a position in MCO in Q3 2023 and has held it in 11 quarters since. 838 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • OFI Invest Asset Management held 3,670 shares of Moody's worth $1.62M as of Q2 2026.
  • OFI Invest Asset Management bought 388 Moody's shares in Q2 2026, an estimated $174K.
  • Moody's made up 0.02% of OFI Invest Asset Management's portfolio in Q2 2026, its #242 holding.
  • OFI Invest Asset Management first reported a position in Moody's in Q3 2023 and has held it in 11 quarters since.
  • 838 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on OFI Invest Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.