OF
MCO icon

Optimize Financial’s Moody's MCO Stock Holding History

Optimize Financial’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 		$440K Buy
1,009
+93
+10% +$44K 0.22% 157
2025
Q4 		$468K Buy
916
+12
+1% +$5.86K 0.24% 158
2025
Q3 		$431K Buy
904
+116
+15% +$58.5K 0.22% 178
2025
Q2 		$395K Sell
788
-4
-0.5% -$1.85K 0.24% 118
2025
Q1 		$369K Buy
792
+91
+13% +$43.8K 0.14% 136
2024
Q4 		$332K Buy
+701
New +$335K 0.25% 122

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Optimize Financial's MCO Position: Q1 2026 in Review

Optimize Financial increased its Moody's (MCO) stake by 10% in Q1 2026, buying an estimated $44K and bringing the position to 1,009 shares worth $440K. The position accounts for 0.22% of the portfolio, ranked #157.

Optimize Financial first reported a position in MCO in Q4 2024 and has held it in 6 quarters since. The position peaked at $468K in Q4 2025. 1,384 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Optimize Financial held 1,009 shares of Moody's worth $440K as of Q1 2026.
  • Optimize Financial bought 93 Moody's shares in Q1 2026, an estimated $44K.
  • Moody's made up 0.22% of Optimize Financial's portfolio in Q1 2026, its #157 holding.
  • Optimize Financial first reported a position in Moody's in Q4 2024 and has held it in 6 quarters since.
  • Optimize Financial's Moody's position peaked at $468K in Q4 2025.
  • 1,384 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.