HWM
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HB Wealth Management’s Moody's MCO Stock Holding History

HB Wealth 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
Q1 		$5.76M Sell
13,205
-801
-6% -$379K 0.04% 237
2025
Q4 		$7.15M Buy
14,006
+391
+3% +$191K 0.05% 203
2025
Q3 		$6.49M Sell
13,615
-21
-0.2% -$10.6K 0.04% 215
2025
Q2 		$6.84M Buy
13,636
+103
+0.8% +$47.7K 0.05% 185
2025
Q1 		$6.3M Buy
13,533
+10,352
+325% +$4.99M 0.05% 190
2024
Q4 		$1.51M Buy
3,181
+217
+7% +$104K 0.02% 339
2024
Q3 		$1.41M Buy
2,964
+140
+5% +$64.9K 0.02% 332
2024
Q2 		$1.19M Buy
2,824
+446
+19% +$177K 0.01% 334
2024
Q1 		$935K Buy
2,378
+38
+2% +$14.7K 0.01% 366
2023
Q4 		$914K Buy
2,340
+26
+1% +$9.04K 0.01% 333
2023
Q3 		$732K Buy
2,314
+373
+19% +$127K 0.01% 353
2023
Q2 		$675K Buy
1,941
+154
+9% +$48.8K 0.01% 358
2023
Q1 		$547K Buy
1,787
+145
+9% +$43.8K 0.01% 396
2022
Q4 		$457K Buy
1,642
+375
+30% +$103K 0.01% 417
2022
Q3 		$308K Buy
1,267
+254
+25% +$73.8K 0.01% 434
2022
Q2 		$276K Buy
1,013
+121
+14% +$36.2K 0.01% 459
2022
Q1 		$301K Sell
892
-3,642
-80% -$1.22M 0.01% 455
2021
Q4 		$1.77M Buy
+4,534
New +$1.75M 0.04% 171

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

HB Wealth Management's MCO Position: Q1 2026 in Review

HB Wealth Management reduced its Moody's (MCO) stake by 5.7% in Q1 2026, selling an estimated $379K and leaving 13,205 shares worth $5.76M. The position accounts for 0.04% of the portfolio, ranked #237.

HB Wealth Management first reported a position in MCO in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.15M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • HB Wealth Management held 13,205 shares of Moody's worth $5.76M as of Q1 2026.
  • HB Wealth Management sold 801 Moody's shares in Q1 2026, an estimated $379K.
  • Moody's made up 0.04% of HB Wealth Management's portfolio in Q1 2026, its #237 holding.
  • HB Wealth Management first reported a position in Moody's in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Moody's position peaked at $7.15M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.