OIA
MCO icon

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

OneDigital 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
Q2 		$938K Buy
2,070
+893
+76% +$401K 0.01% 771
2026
Q1 		$513K Sell
1,177
-311
-21% -$147K 0.01% 938
2025
Q4 		$760K Sell
1,488
-276
-16% -$135K 0.01% 770
2025
Q3 		$840K Buy
1,764
+432
+32% +$218K 0.01% 725
2025
Q2 		$668K Sell
1,332
-44
-3% -$20.4K 0.01% 791
2025
Q1 		$641K Sell
1,376
-1,026
-43% -$494K 0.01% 767
2024
Q4 		$1.14M Sell
2,402
-6,103
-72% -$2.91M 0.01% 588
2024
Q3 		$4.04M Sell
8,505
-246
-3% -$114K 0.05% 282
2024
Q2 		$3.68M Buy
8,751
+3,335
+62% +$1.33M 0.05% 283
2024
Q1 		$2.13M Sell
5,416
-163
-3% -$62.9K 0.03% 320
2023
Q4 		$2.18M Sell
5,579
-10
-0.2% -$3.48K 0.04% 296
2023
Q3 		$1.77M Buy
5,589
+882
+19% +$300K 0.04% 301
2023
Q2 		$1.64M Buy
4,707
+3,928
+504% +$1.25M 0.04% 313
2023
Q1 		$238K Buy
+779
New +$235K 0.01% 848
2022
Q3 		– Sell
-1,624
Closed -$442K – 783
2022
Q2 		$442K Buy
1,624
+310
+24% +$92.7K 0.02% 449
2022
Q1 		$443K Buy
1,314
+272
+26% +$91.5K 0.02% 476
2021
Q4 		$407K Buy
1,042
+184
+21% +$71K 0.01% 509
2021
Q3 		$305K Buy
+858
New +$323K 0.01% 572
2019
Q3 		– Sell
-155
Closed -$30K – 917
2019
Q2 		$30K Sell
155
-65
-30% -$12.3K ﹤0.01% 689
2019
Q1 		$40K Buy
+220
New +$36.2K 0.01% 537

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

OneDigital Investment Advisors's MCO Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Moody's (MCO) stake by 76% in Q2 2026, buying an estimated $401K and bringing the position to 2,070 shares worth $938K. The position accounts for 0.01% of the portfolio, ranked #771.

OneDigital Investment Advisors first reported a position in MCO in Q1 2019 and has held it in 20 quarters since. The position peaked at $4.04M in Q3 2024. 1,406 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • OneDigital Investment Advisors held 2,070 shares of Moody's worth $938K as of Q2 2026.
  • OneDigital Investment Advisors bought 893 Moody's shares in Q2 2026, an estimated $401K.
  • Moody's made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #771 holding.
  • OneDigital Investment Advisors first reported a position in Moody's in Q1 2019 and has held it in 20 quarters since.
  • OneDigital Investment Advisors's Moody's position peaked at $4.04M in Q3 2024.
  • 1,406 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.