HH
MCO icon

HWG Holdings’s Moody's MCO Stock Holding History

HWG Holdings’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 		– Sell
-1,280
Closed -$654K – 61
2025
Q4 		$654K Sell
1,280
-3,068
-71% -$1.5M 0.16% 35
2025
Q3 		$2.07M Buy
4,348
+17
+0.4% +$8.57K 0.53% 37
2025
Q2 		$2.17M Sell
4,331
-15,939
-79% -$7.38M 0.64% 33
2025
Q1 		$9.44M Buy
20,270
+10,361
+105% +$4.99M 4.21% 10
2024
Q4 		$4.69M Sell
9,909
-858
-8% -$409K 1.54% 20
2024
Q3 		$5.11M Buy
10,767
+10,640
+8,378% +$4.93M 1.76% 18
2024
Q2 		$53.5K Buy
+127
New +$50.5K 0.02% 55
2023
Q4 		$50K Hold
128
– – 0.02% 62
2023
Q3 		$40.5K Buy
128
+59
+86% +$20.1K 0.02% 65
2023
Q2 		$24K Hold
69
– – 0.01% 83
2023
Q1 		$21.1K Hold
69
– – 0.01% 74
2022
Q4 		$19K Hold
69
– – 0.01% 76
2022
Q3 		$17K Buy
+69
New +$20K 0.01% 71
2022
Q1 		$120K Sell
357
-322
-47% -$108K 0.06% 75
2021
Q4 		$265K Buy
+679
New +$262K 0.11% 60
2021
Q2 		$25K Hold
69
– – 0.01% 94
2021
Q1 		$21K Sell
69
-1,712
-96% -$482K 0.01% 77
2020
Q4 		$517K Buy
1,781
+57
+3% +$15.9K 0.26% 52
2020
Q3 		$500K Sell
1,724
-491
-22% -$140K 0.44% 44
2020
Q2 		$609K Buy
+2,215
New +$563K 0.49% 38
2019
Q4 		$295K Buy
1,244
+463
+59% +$103K 0.24% 57
2019
Q3 		$160K Sell
781
-691
-47% -$145K 0.15% 68
2019
Q2 		$287K Buy
+1,472
New +$279K 0.28% 61

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

HWG Holdings's MCO Position: Q1 2026 in Review

HWG Holdings sold out of Moody's (MCO) in Q1 2026, closing a stake of 1,280 shares — an estimated $654K sold.

HWG Holdings first reported a position in MCO in Q2 2019 and held it in 23 quarters. The position peaked at $9.44M in Q1 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • HWG Holdings reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • HWG Holdings sold 1,280 Moody's shares in Q1 2026, an estimated $654K.
  • HWG Holdings first reported a position in Moody's in Q2 2019 and held it in 23 quarters.
  • HWG Holdings's Moody's position peaked at $9.44M in Q1 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on HWG Holdings's 13F filing for Q1 2026, filed 6 May 2026.