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

HUB 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 		$600K Buy
1,324
+473
+56% +$212K 0.01% 640
2026
Q1 		$371K Buy
851
+203
+31% +$96K 0.01% 700
2025
Q4 		$331K Buy
648
+107
+20% +$52.2K 0.01% 636
2025
Q3 		$258K Buy
+541
New +$273K 0.01% 607
2025
Q1 		– Sell
-832
Closed -$394K – 658
2024
Q4 		$394K Buy
+832
New +$397K 0.02% 349
2021
Q2 		– Sell
-688
Closed -$205K – 234
2021
Q1 		$205K Buy
+688
New +$194K 0.06% 209

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

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

HUB Investment Partners increased its Moody's (MCO) stake by 56% in Q2 2026, buying an estimated $212K and bringing the position to 1,324 shares worth $600K. The position accounts for 0.01% of the portfolio, ranked #640.

HUB Investment Partners first reported a position in MCO in Q1 2021 and has held it in 6 quarters since. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • HUB Investment Partners held 1,324 shares of Moody's worth $600K as of Q2 2026.
  • HUB Investment Partners bought 473 Moody's shares in Q2 2026, an estimated $212K.
  • Moody's made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #640 holding.
  • HUB Investment Partners first reported a position in Moody's in Q1 2021 and has held it in 6 quarters since.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.