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Okabena Investment Services’s Moody's MCO Stock Holding History

Okabena Investment Services’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 		$971K Buy
2,143
+118
+6% +$53K 0.17% 79
2026
Q1 		$883K Buy
2,025
+73
+4% +$34.5K 0.17% 81
2025
Q4 		$997K Sell
1,952
-301
-13% -$147K 0.19% 78
2025
Q3 		$1.07M Sell
2,253
-1,600
-42% -$807K 0.21% 79
2025
Q2 		$1.93M Sell
3,853
-1,184
-24% -$548K 0.43% 43
2025
Q1 		$2.35M Buy
5,037
+1,932
+62% +$931K 0.59% 38
2024
Q4 		$1.47M Buy
3,105
+338
+12% +$161K 0.41% 53
2024
Q3 		$1.31M Buy
2,767
+23
+0.8% +$10.7K 0.37% 54
2024
Q2 		$1.16M Sell
2,744
-742
-21% -$295K 0.37% 54
2024
Q1 		$1.37M Sell
3,486
-7,134
-67% -$2.75M 0.46% 54
2023
Q4 		$4.15M Sell
10,620
-961
-8% -$334K 1.62% 17
2023
Q3 		$3.66M Sell
11,581
-758
-6% -$258K 2.85% 9
2023
Q2 		$4.29M Sell
12,339
-2,161
-15% -$685K 3.14% 7
2023
Q1 		$4.44M Buy
14,500
+3,129
+28% +$945K 3.1% 9
2022
Q4 		$3.17M Sell
11,371
-471
-4% -$129K 2.1% 10
2022
Q3 		$2.88M Buy
11,842
+7,621
+181% +$2.21M 1.39% 16
2022
Q2 		$1.15M Buy
4,221
+994
+31% +$297K 0.59% 44
2022
Q1 		$1.09M Buy
3,227
+150
+5% +$50.4K 0.46% 58
2021
Q4 		$1.2M Buy
3,077
+41
+1% +$15.8K 0.46% 55
2021
Q3 		$1.08M Sell
3,036
-620
-17% -$234K 0.57% 48
2021
Q2 		$1.32M Sell
3,656
-236
-6% -$78.5K 0.62% 45
2021
Q1 		$1.16M Buy
3,892
+453
+13% +$128K 0.63% 44
2020
Q4 		$998K Sell
3,439
-809
-19% -$226K 0.58% 50
2020
Q3 		$1.23M Hold
4,248
– – 0.94% 36
2020
Q2 		$1.17M Sell
4,248
-3,394
-44% -$862K 1.02% 30
2020
Q1 		$1.62M Sell
7,642
-7,230
-49% -$1.76M 1.84% 16
2019
Q4 		$3.53M Buy
+14,872
New +$3.3M 3.28% 6

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 $3.38T AUM 44.17% 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

Okabena Investment Services's MCO Position: Q2 2026 in Review

Okabena Investment Services increased its Moody's (MCO) stake by 5.8% in Q2 2026, buying an estimated $53K and bringing the position to 2,143 shares worth $971K. The position accounts for 0.17% of the portfolio, ranked #79.

Okabena Investment Services first reported a position in MCO in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.44M in Q1 2023. 1,415 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Okabena Investment Services held 2,143 shares of Moody's worth $971K as of Q2 2026.
  • Okabena Investment Services bought 118 Moody's shares in Q2 2026, an estimated $53K.
  • Moody's made up 0.17% of Okabena Investment Services's portfolio in Q2 2026, its #79 holding.
  • Okabena Investment Services first reported a position in Moody's in Q4 2019 and has held it in 27 quarters since.
  • Okabena Investment Services's Moody's position peaked at $4.44M in Q1 2023.
  • 1,415 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.