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
Q2 		$456K Sell
1,006
-3
-0.3% -$1.35K 0.16% 179
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 $3.38T 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

Optimize Financial's MCO Position: Q2 2026 in Review

Optimize Financial reduced its Moody's (MCO) stake by 0.3% in Q2 2026, selling an estimated $1.35K and leaving 1,006 shares worth $456K. The position accounts for 0.16% of the portfolio, ranked #179.

Optimize Financial first reported a position in MCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $468K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Optimize Financial held 1,006 shares of Moody's worth $456K as of Q2 2026.
  • Optimize Financial sold 3 Moody's shares in Q2 2026, an estimated $1.35K.
  • Moody's made up 0.16% of Optimize Financial's portfolio in Q2 2026, its #179 holding.
  • Optimize Financial first reported a position in Moody's in Q4 2024 and has held it in 7 quarters since.
  • Optimize Financial's Moody's position peaked at $468K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.