Optas LLC’s Moody's MCO Stock Holding History

Optas LLC’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	$219K	Buy	+483	New	+$217K	0.03%	423
2026 Q1	–	Sell	-488	Closed	-$249K	–	521
2025 Q4	$249K	Buy	+488	New	+$238K	0.04%	361

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Optas LLC's MCO Position: Q2 2026 in Review

Optas LLC opened a new position in Moody's (MCO) in Q2 2026: 483 shares worth $219K. The stake represents 0.03% of the portfolio and ranks #423 among its holdings. This is a return to the name: Optas LLC previously reported a position in MCO as recently as Q4 2025.

Optas LLC first reported a position in MCO in Q4 2025 and has held it in 2 quarters since. The position peaked at $249K in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Optas LLC held 483 shares of Moody's worth $219K as of Q2 2026.
Moody's was a new Optas LLC position in Q2 2026.
Moody's made up 0.03% of Optas LLC's portfolio in Q2 2026, its #423 holding.
Optas LLC first reported a position in Moody's in Q4 2025 and has held it in 2 quarters since.
Optas LLC's Moody's position peaked at $249K in Q4 2025.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.