HFM Investment Advisors’s Moody's MCO Stock Holding History

HFM Investment Advisors’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	$4.08K	Buy	9 +6	+200%	+$2.69K	﹤0.01%	235
2026 Q1	$1.31K	Hold	3	–	–	﹤0.01%	323
2025 Q4	$1.53K	Hold	3	–	–	﹤0.01%	345
2025 Q3	$1.43K	Hold	3	–	–	﹤0.01%	258
2025 Q2	$1.5K	Buy	3 +1	+50%	+$463	﹤0.01%	239
2025 Q1	$932	Buy	+2	New	+$964	﹤0.01%	172

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

HFM Investment Advisors's MCO Position: Q2 2026 in Review

HFM Investment Advisors increased its Moody's (MCO) stake by 200% in Q2 2026, buying an estimated $2.69K and bringing the position to 9 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

HFM Investment Advisors first reported a position in MCO in Q1 2025 and has held it in 6 quarters since. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

HFM Investment Advisors held 9 shares of Moody's worth $4.08K as of Q2 2026.
HFM Investment Advisors bought 6 Moody's shares in Q2 2026, an estimated $2.69K.
Moody's made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #235 holding.
HFM Investment Advisors first reported a position in Moody's in Q1 2025 and has held it in 6 quarters since.
1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.