Hutner Capital Management’s Moody's MCO Stock Holding History

Hutner Capital 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	$412K	Hold	945	–	–	0.17%	40
2025 Q4	$483K	Hold	945	–	–	0.2%	40
2025 Q3	$450K	Hold	945	–	–	0.19%	40
2025 Q2	$474K	Hold	945	–	–	0.22%	40
2025 Q1	$440K	Sell	945 -14	-1%	-$6.75K	0.19%	41
2024 Q4	$454K	Sell	959 -10	-1%	-$4.77K	0.22%	40
2024 Q3	$460K	Hold	969	–	–	0.23%	41
2024 Q2	$408K	Hold	969	–	–	0.22%	40
2024 Q1	$381K	Hold	969	–	–	0.21%	40
2023 Q4	$378K	Sell	969 -15	-2%	-$5.21K	0.22%	40
2023 Q3	$311K	Hold	984	–	–	0.19%	40
2023 Q2	$342K	Sell	984 -6	-0.6%	-$1.9K	0.2%	40
2023 Q1	$303K	Hold	990	–	–	0.18%	40
2022 Q4	$276K	Sell	990 -15	-1%	-$4.1K	0.17%	42
2022 Q3	$244K	Sell	1,005 -10	-1%	-$2.9K	0.17%	41
2022 Q2	$276K	Hold	1,015	–	–	0.18%	41
2022 Q1	$342K	Sell	1,015 -15	-1%	-$5.04K	0.2%	43
2021 Q4	$402K	Sell	1,030 -7	-0.7%	-$2.7K	0.23%	43
2021 Q3	$368K	Sell	1,037 -18	-2%	-$6.78K	0.24%	43
2021 Q2	$382K	Sell	1,055 -20	-2%	-$6.66K	0.24%	42
2021 Q1	$321K	Sell	1,075 -10	-0.9%	-$2.82K	0.21%	43
2020 Q4	$315K	Hold	1,085	–	–	0.22%	42
2020 Q3	$314K	Hold	1,085	–	–	0.23%	40
2020 Q2	$298K	Hold	1,085	–	–	0.25%	38
2020 Q1	$229K	Hold	1,085	–	–	0.21%	40
2019 Q4	$258K	Hold	1,085	–	–	0.18%	41
2019 Q3	$222K	Hold	1,085	–	–	0.16%	42
2019 Q2	$212K	Buy	+1,085	New	+$206K	0.15%	42

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) 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

Hutner Capital Management's MCO Position: Q1 2026 in Review

Hutner Capital Management held its Moody's (MCO) position steady in Q1 2026 at 945 shares worth $412K. The position accounts for 0.17% of the portfolio, ranked #40.

Hutner Capital Management first reported a position in MCO in Q2 2019 and has held it in 28 quarters since. The position peaked at $483K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Hutner Capital Management held 945 shares of Moody's worth $412K as of Q1 2026.
Hutner Capital Management left its Moody's share count unchanged in Q1 2026.
Moody's made up 0.17% of Hutner Capital Management's portfolio in Q1 2026, its #40 holding.
Hutner Capital Management first reported a position in Moody's in Q2 2019 and has held it in 28 quarters since.
Hutner Capital Management's Moody's position peaked at $483K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Hutner Capital Management's 13F filing for Q1 2026, filed 15 May 2026.