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Synergy Investment Management’s Moody's MCO Stock Holding History

Synergy Investment Management’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 		$11.7K Buy
25
+10
+67% +$4.49K ﹤0.01% 603
2026
Q1 		$6.54K Buy
+15
New +$7.1K ﹤0.01% 548
2025
Q2 		– Sell
-8
Closed -$3.73K – 375
2025
Q1 		$3.73K Hold
8
– – ﹤0.01% 486
2024
Q4 		$3.79K Buy
+8
New +$3.82K ﹤0.01% 496

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

Synergy Investment Management's MCO Position: Q2 2026 in Review

Synergy Investment Management increased its Moody's (MCO) stake by 67% in Q2 2026, buying an estimated $4.49K and bringing the position to 25 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Synergy Investment Management first reported a position in MCO in Q4 2024 and has held it in 4 quarters since. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Synergy Investment Management held 25 shares of Moody's worth $11.7K as of Q2 2026.
  • Synergy Investment Management bought 10 Moody's shares in Q2 2026, an estimated $4.49K.
  • Moody's made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #603 holding.
  • Synergy Investment Management first reported a position in Moody's in Q4 2024 and has held it in 4 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.