UBS Group’s Moody's MCO Stock Holding History

UBS Group’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	-5,600	Closed	-$2.86M	–	10899
2025 Q4	$2.86M	Sell	5,600 -1,000	-15%	-$488K	﹤0.01%	4617
2025 Q3	$3.14M	Buy	6,600 +1,000	+18%	+$504K	﹤0.01%	4514
2025 Q2	$2.81M	Hold	5,600	–	–	﹤0.01%	4453
2025 Q1	$2.61M	Sell	5,600 -12,300	-69%	-$5.93M	﹤0.01%	4465
2024 Q4	$8.47M	Buy	17,900 +5,500	+44%	+$2.62M	﹤0.01%	3242
2024 Q3	$5.88M	Sell	12,400 -2,200	-15%	-$1.02M	﹤0.01%	2909
2024 Q2	$6.15M	Buy	14,600 +1,000	+7%	+$398K	﹤0.01%	2655
2024 Q1	$5.35M	Buy	13,600 +9,600	+240%	+$3.7M	﹤0.01%	2900
2023 Q4	$1.56M	Buy	+4,000	New	+$1.39M	﹤0.01%	4071
2023 Q2	–	Sell	-12,000	Closed	-$3.67M	–	9355
2023 Q1	$3.67M	Hold	12,000	–	–	﹤0.01%	2820
2022 Q4	$3.34M	Sell	12,000 -2,100	-15%	-$574K	﹤0.01%	2870
2022 Q3	$3.43M	Hold	14,100	–	–	﹤0.01%	2682
2022 Q2	$3.83M	Buy	14,100 +12,100	+605%	+$3.62M	﹤0.01%	2600
2022 Q1	$675K	Hold	2,000	–	–	﹤0.01%	4455
2021 Q4	$781K	Buy	+2,000	New	+$771K	﹤0.01%	4602
2015 Q1	–	Sell	-2,500	Closed	-$240K	–	9110
2014 Q4	$240K	Buy	+2,500	New	+$242K	﹤0.01%	4863

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) 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

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.