Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Moody's MCO Stock Holding History

Kovitz Investment Group 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
Q1 		$1.9M Buy
4,349
+2
+0% +$946 0.04% 236
2025
Q4 		$2.22M Sell
4,347
-17,387
-80% -$8.48M 0.05% 220
2025
Q3 		$10.4M Buy
21,734
+1,521
+8% +$767K 0.04% 323
2025
Q2 		$10.1M Sell
20,213
-32,972
-62% -$15.3M 0.04% 304
2025
Q1 		$24.8M Buy
53,185
+37,382
+237% +$18M 0.12% 146
2024
Q4 		$7.48M Sell
15,803
-307
-2% -$147K 0.04% 325
2024
Q3 		$6.3M Buy
16,110
+2,626
+19% +$1.22M 0.04% 307
2024
Q2 		$5.68M Buy
13,484
+808
+6% +$321K 0.05% 264
2024
Q1 		$4.98M Buy
12,676
+2,134
+20% +$823K 0.06% 204
2023
Q4 		$4.12M Sell
10,542
-2,124
-17% -$738K 0.07% 179
2023
Q3 		$4M Buy
12,666
+144
+1% +$49K 0.07% 174
2023
Q2 		$4.35M Buy
12,522
+5,010
+67% +$1.59M 0.06% 168
2023
Q1 		$2.3M Sell
7,512
-8,091
-52% -$2.44M 0.04% 233
2022
Q4 		$4.35M Sell
15,603
-2,193
-12% -$600K 0.09% 172
2022
Q3 		$4.33M Sell
17,796
-491
-3% -$143K 0.1% 158
2022
Q2 		$4.97M Buy
18,287
+969
+6% +$290K 0.11% 144
2022
Q1 		$5.84M Buy
+17,318
New +$5.82M 0.11% 137

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

Kovitz Investment Group Partners's MCO Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Moody's (MCO) stake by 0.05% in Q1 2026, buying an estimated $946 and bringing the position to 4,349 shares worth $1.9M. The position accounts for 0.04% of the portfolio, ranked #236.

Kovitz Investment Group Partners first reported a position in MCO in Q1 2022 and has held it in 17 quarters since. The position peaked at $24.8M in Q1 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Kovitz Investment Group Partners held 4,349 shares of Moody's worth $1.9M as of Q1 2026.
  • Kovitz Investment Group Partners bought 2 Moody's shares in Q1 2026, an estimated $946.
  • Moody's made up 0.04% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #236 holding.
  • Kovitz Investment Group Partners first reported a position in Moody's in Q1 2022 and has held it in 17 quarters since.
  • Kovitz Investment Group Partners's Moody's position peaked at $24.8M in Q1 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.