UBS Group’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $257M | Buy |
588,848
+174,820
| +42% | +$82.7M | 0.04% | 496 |
|
|
2025
Q4 | $212M | Sell |
414,028
-161,128
| -28% | -$78.6M | 0.03% | 547 |
|
|
2025
Q3 | $274M | Sell |
575,156
-57,059
| -9% | -$28.8M | 0.04% | 432 |
|
|
2025
Q2 | $317M | Sell |
632,215
-269,956
| -30% | -$125M | 0.05% | 347 |
|
|
2025
Q1 | $420M | Buy |
902,171
+247,066
| +38% | +$119M | 0.08% | 257 |
|
|
2024
Q4 | $310M | Buy |
655,105
+170,836
| +35% | +$81.5M | 0.06% | 318 |
|
|
2024
Q3 | $230M | Buy |
484,269
+48,615
| +11% | +$22.5M | 0.05% | 341 |
|
|
2024
Q2 | $183M | Buy |
435,654
+26,620
| +7% | +$10.6M | 0.05% | 375 |
|
|
2024
Q1 | $161M | Buy |
409,034
+28,018
| +7% | +$10.8M | 0.04% | 430 |
|
|
2023
Q4 | $149M | Buy |
381,016
+199,471
| +110% | +$69.3M | 0.04% | 414 |
|
|
2023
Q3 | $57.4M | Sell |
181,545
-33,339
| -16% | -$11.3M | 0.02% | 762 |
|
|
2023
Q2 | $74.7M | Buy |
214,884
+57,404
| +36% | +$18.2M | 0.03% | 620 |
|
|
2023
Q1 | $48.2M | Sell |
157,480
-70,198
| -31% | -$21.2M | 0.02% | 797 |
|
|
2022
Q4 | $63.4M | Buy |
227,678
+102,643
| +82% | +$28.1M | 0.02% | 690 |
|
|
2022
Q3 | $30.4M | Sell |
125,035
-12,024
| -9% | -$3.49M | 0.01% | 992 |
|
|
2022
Q2 | $37.3M | Sell |
137,059
-12,002
| -8% | -$3.59M | 0.02% | 911 |
|
|
2022
Q1 | $50.3M | Buy |
149,061
+25,662
| +21% | +$8.63M | 0.02% | 842 |
|
|
2021
Q4 | $48.2M | Sell |
123,399
-80,169
| -39% | -$30.9M | 0.01% | 976 |
|
|
2021
Q3 | $72.3M | Sell |
203,568
-81,011
| -28% | -$30.5M | 0.02% | 678 |
|
|
2021
Q2 | $103M | Buy |
284,579
+85,846
| +43% | +$28.6M | 0.03% | 507 |
|
|
2021
Q1 | $59.3M | Buy |
198,733
+6,862
| +4% | +$1.93M | 0.02% | 745 |
|
|
2020
Q4 | $55.7M | Sell |
191,871
-7,952
| -4% | -$2.22M | 0.02% | 737 |
|
|
2020
Q3 | $57.9M | Buy |
199,823
+72,688
| +57% | +$20.7M | 0.02% | 590 |
|
|
2020
Q2 | $34.9M | Buy |
127,135
+56,104
| +79% | +$14.3M | 0.01% | 774 |
|
|
2020
Q1 | $15M | Sell |
71,031
-19,760
| -22% | -$4.8M | 0.01% | 1147 |
|
|
2019
Q4 | $21.6M | Buy |
90,791
+9,033
| +11% | +$2.01M | 0.01% | 1320 |
|
|
2019
Q3 | $16.7M | Buy |
81,758
+12,922
| +19% | +$2.71M | 0.01% | 1370 |
|
|
2019
Q2 | $13.4M | Sell |
68,836
-92,837
| -57% | -$17.6M | 0.01% | 1518 |
|
|
2019
Q1 | $29.3M | Buy |
161,673
+46,620
| +41% | +$7.66M | 0.01% | 918 |
|
|
2018
Q4 | $16.1M | Sell |
115,053
-40,950
| -26% | -$6.18M | 0.01% | 1237 |
|
|
2018
Q3 | $26.1M | Buy |
156,003
+6,793
| +5% | +$1.19M | 0.01% | 1035 |
|
|
2018
Q2 | $25.4M | Sell |
149,210
-46,357
| -24% | -$7.85M | 0.01% | 1019 |
|
|
2018
Q1 | $31.5M | Buy |
195,567
+9,929
| +5% | +$1.61M | 0.01% | 866 |
|
|
2017
Q4 | $27.4M | Buy |
185,638
+127,800
| +221% | +$18.7M | 0.01% | 988 |
|
|
2017
Q3 | $8.05M | Buy |
57,838
+7,749
| +15% | +$1.02M | ﹤0.01% | 1783 |
|
|
2017
Q2 | $6.09M | Sell |
50,089
-52,573
| -51% | -$6.15M | ﹤0.01% | 1962 |
|
|
2017
Q1 | $11.5M | Buy |
102,662
+21,947
| +27% | +$2.35M | 0.01% | 1390 |
|
|
2016
Q4 | $7.61M | Buy |
80,715
+6,988
| +9% | +$705K | ﹤0.01% | 1727 |
|
|
2016
Q3 | $7.98M | Sell |
73,727
-7,592
| -9% | -$798K | ﹤0.01% | 1604 |
|
|
2016
Q2 | $7.62M | Buy |
81,319
+23,258
| +40% | +$2.25M | ﹤0.01% | 1586 |
|
|
2016
Q1 | $5.61M | Sell |
58,061
-25,775
| -31% | -$2.32M | ﹤0.01% | 1766 |
|
|
2015
Q4 | $8.41M | Sell |
83,836
-64,200
| -43% | -$6.43M | 0.01% | 1524 |
|
|
2015
Q3 | $14.5M | Sell |
148,036
-87,951
| -37% | -$9.36M | 0.01% | 1106 |
|
|
2015
Q2 | $25.5M | Buy |
235,987
+16,323
| +7% | +$1.76M | 0.02% | 828 |
|
|
2015
Q1 | $22.8M | Buy |
219,664
+21,356
| +11% | +$2.06M | 0.02% | 880 |
|
|
2014
Q4 | $19M | Buy |
+198,308
| New | +$19.2M | 0.01% | 1021 |
|
Other funds holding MCO
VCM
VPM
PAM
UBS Group's MCO Position: Q1 2026 in Review
UBS Group increased its Moody's (MCO) stake by 42% in Q1 2026, buying an estimated $82.7M and bringing the position to 588,848 shares worth $257M. The position accounts for 0.04% of the portfolio, ranked #496.
UBS Group first reported a position in MCO in Q4 2014 and has held it in 46 quarters since. The position peaked at $420M in Q1 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.
- UBS Group held 588,848 shares of Moody's worth $257M as of Q1 2026.
- UBS Group bought 174,820 Moody's shares in Q1 2026, an estimated $82.7M.
- Moody's made up 0.04% of UBS Group's portfolio in Q1 2026, its #496 holding.
- UBS Group first reported a position in Moody's in Q4 2014 and has held it in 46 quarters since.
- UBS Group's Moody's position peaked at $420M in Q1 2025.
- 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.