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SummitTX Capital’s Moody's MCO Stock Holding History

SummitTX Capital’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 		$6.42M Buy
14,722
+13,360
+981% +$6.32M 0.2% 128
2025
Q4 		$696K Sell
1,362
-1,214
-47% -$592K 0.02% 476
2025
Q3 		$1.23M Sell
2,576
-3,190
-55% -$1.61M 0.05% 342
2025
Q2 		$2.89M Buy
+5,766
New +$2.67M 0.12% 192

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

SummitTX Capital's MCO Position: Q1 2026 in Review

SummitTX Capital increased its Moody's (MCO) stake by 981% in Q1 2026, buying an estimated $6.32M and bringing the position to 14,722 shares worth $6.42M. The position accounts for 0.2% of the portfolio, ranked #128.

SummitTX Capital first reported a position in MCO in Q2 2025 and has held it in 4 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • SummitTX Capital held 14,722 shares of Moody's worth $6.42M as of Q1 2026.
  • SummitTX Capital bought 13,360 Moody's shares in Q1 2026, an estimated $6.32M.
  • Moody's made up 0.2% of SummitTX Capital's portfolio in Q1 2026, its #128 holding.
  • SummitTX Capital first reported a position in Moody's in Q2 2025 and has held it in 4 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

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