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
2025 Q4	–	Sell	-5,600	Closed	-$2.67M	–	10918
2025 Q3	$2.67M	Hold	5,600	–	–	﹤0.01%	4689
2025 Q2	$2.81M	Hold	5,600	–	–	﹤0.01%	4454
2025 Q1	$2.61M	Sell	5,600 -10,700	-66%	-$5.16M	﹤0.01%	4466
2024 Q4	$7.72M	Buy	16,300 +5,500	+51%	+$2.62M	﹤0.01%	3351
2024 Q3	$5.13M	Sell	10,800 -2,200	-17%	-$1.02M	﹤0.01%	3040
2024 Q2	$5.47M	Buy	13,000 +2,500	+24%	+$995K	﹤0.01%	2786
2024 Q1	$4.13M	Buy	+10,500	New	+$4.05M	﹤0.01%	3177
2023 Q2	–	Sell	-12,000	Closed	-$3.67M	–	9356
2023 Q1	$3.67M	Hold	12,000	–	–	﹤0.01%	2821
2022 Q4	$3.34M	Sell	12,000 -24,100	-67%	-$6.59M	﹤0.01%	2871
2022 Q3	$8.78M	Hold	36,100	–	–	﹤0.01%	1901
2022 Q2	$9.82M	Buy	36,100 +12,100	+50%	+$3.62M	﹤0.01%	1837
2022 Q1	$8.1M	Hold	24,000	–	–	﹤0.01%	2108
2021 Q4	$9.37M	Buy	+24,000	New	+$9.26M	﹤0.01%	2195
2020 Q2	–	Sell	-5,000	Closed	-$1.06M	–	8188
2020 Q1	$1.06M	Buy	+5,000	New	+$1.22M	﹤0.01%	3298
2018 Q2	–	Sell	-1,500	Closed	-$242K	–	8145
2018 Q1	$242K	Buy	+1,500	New	+$243K	﹤0.01%	4664
2017 Q4	–	Sell	-900	Closed	-$125K	–	7990
2017 Q3	$125K	Buy	+900	New	+$118K	﹤0.01%	5177
2017 Q2	–	Sell	-2,000	Closed	-$224K	–	7852
2017 Q1	$224K	Buy	2,000 +800	+67%	+$85.8K	﹤0.01%	4585
2016 Q4	$113K	Buy	+1,200	New	+$121K	﹤0.01%	5206
2015 Q1	–	Sell	-2,900	Closed	-$278K	–	9111
2014 Q4	$278K	Buy	+2,900	New	+$281K	﹤0.01%	4721

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.