Oak Harvest Investment Services Takes Position in Moody's Corporation $MCO

Hedge fund acquires nearly 24,000 shares of the financial data and analytics provider

Apr. 18, 2026 at 11:43am

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An extreme close-up of the heavy, industrial machinery and equipment that powers Moody's data and analytics services, representing the complex financial infrastructure that the company provides.

The powerful, industrial machinery that underpins Moody's data and analytics services, a critical component of the global financial system.NYC Today

Oak Harvest Investment Services, a Texas-based investment management firm, has acquired a new stake in Moody's Corporation (NYSE:MCO) during the fourth quarter of 2025. The firm purchased 23,982 shares of the business services provider's stock, valued at approximately $12.25 million, making Moody's the 19th largest holding in Oak Harvest's portfolio.

Why it matters

Moody's is a leading global provider of credit ratings, research, data and analytics that support financial decision-making. As a major player in the financial services industry, changes in Moody's shareholder structure can signal broader trends in the market and investor sentiment towards the company.

The details

According to a recent 13F filing with the SEC, Oak Harvest Investment Services acquired the new position in Moody's during the fourth quarter of 2025. The firm's purchase of nearly 24,000 Moody's shares represents approximately 0.5% of its total investment portfolio. Several other prominent hedge funds, including California Public Employees Retirement System and Principal Financial Group Inc., also hold significant stakes in Moody's.

Oak Harvest Investment Services acquired the Moody's shares in the fourth quarter of 2025.
Moody's stock price closed at $455.67 on Friday, April 18, 2026.

The players