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Castlefield Investment Partners’s Moody's MCO Stock Holding History

Castlefield Investment Partners’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 		$5.76M Buy
12,728
+881
+7% +$396K 3.91% 9
2026
Q1 		$5.17M Buy
11,847
+1,140
+11% +$539K 3.95% 10
2025
Q4 		$5.47M Buy
+10,707
New +$5.22M 4.22% 7

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

Castlefield Investment Partners's MCO Position: Q2 2026 in Review

Castlefield Investment Partners increased its Moody's (MCO) stake by 7.4% in Q2 2026, buying an estimated $396K and bringing the position to 12,728 shares worth $5.76M. The position accounts for 3.91% of the portfolio, ranked #9.

Castlefield Investment Partners first reported a position in MCO in Q4 2025 and has held it in 3 quarters since. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Castlefield Investment Partners held 12,728 shares of Moody's worth $5.76M as of Q2 2026.
  • Castlefield Investment Partners bought 881 Moody's shares in Q2 2026, an estimated $396K.
  • Moody's made up 3.91% of Castlefield Investment Partners's portfolio in Q2 2026, its #9 holding.
  • Castlefield Investment Partners first reported a position in Moody's in Q4 2025 and has held it in 3 quarters since.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Castlefield Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.