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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
Q2 		$12.5M Buy
27,625
+12,903
+88% +$5.79M 0.32% 68
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 $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 $3.38T AUM 44.17% 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

SummitTX Capital's MCO Position: Q2 2026 in Review

SummitTX Capital increased its Moody's (MCO) stake by 88% in Q2 2026, buying an estimated $5.79M and bringing the position to 27,625 shares worth $12.5M. The position accounts for 0.32% of the portfolio, ranked #68.

SummitTX Capital first reported a position in MCO in Q2 2025 and has held it in 5 quarters since. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • SummitTX Capital held 27,625 shares of Moody's worth $12.5M as of Q2 2026.
  • SummitTX Capital bought 12,903 Moody's shares in Q2 2026, an estimated $5.79M.
  • Moody's made up 0.32% of SummitTX Capital's portfolio in Q2 2026, its #68 holding.
  • SummitTX Capital first reported a position in Moody's in Q2 2025 and has held it in 5 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.