One name, Moodys Corp (MCO), is 10.26% of what Chuck Akre's Akre Capital Management reports for 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The stake is 1.16M shares worth about $524M, the 2nd largest of 19 stock positions. Chuck Akre trimmed the share count by 7% in 2026 Q2.
What did the 2026 Q2 filing report for MCO?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Portfolio weight | 10.26% |
| Shares | 1.16M |
| Reported value | $524M |
| Rank in portfolio | 2nd of 19 |
| Largest holding | MA at 20.01% |
| Top three holdings | 40.38% of the book |
| Change this quarter | -7% shares |
How concentrated is Chuck Akre in MCO?
MCO at 10.26% is 1.9 times the average stock position in the Chuck Akre portfolio, which is 5%. The largest holding is MA at 20.01%. The three largest stocks together are 40.38% of the reported book. A quarter earlier MCO was 8.89% of the book.
Where does MCO sit in the Chuck Akre portfolio?
MCO ranks 2nd of 19 stock positions in the Chuck Akre portfolio at 10.26%, above the fund's average stock position of 5%. The MCO cut was the 8th largest of the quarter's 15 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Chuck Akre reported 19 stock positions, with no position opened or closed. The total portfolio value is about $5.1B, down 16% from the prior quarter.
How long has Chuck Akre held MCO?
Chuck Akre has held MCO since at least the quarter ended June 30, 2013, the start of the filings we track. The weight peaked at 15.7% in 2023 Q4. Last quarter the fund cut the position by 28%. Every reported trade is on the Chuck Akre MCO trade history page.
Did other funds buy or sell MCO in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 12 hold MCO. Of those, one opened it this quarter. One other tracked fund sold out of it. The largest buyers of MCO this quarter were John Armitage and Bryan R. Lawrence. The largest sellers were Mark Massey, Nicolai Tangen and William Von Mueffling. Every tracked holder of MCO is on the MCO ownership page.
FAQ
What share of the Chuck Akre portfolio is MCO?
MCO is 10.26% of the Chuck Akre portfolio as of 2026 Q2, the 2nd largest of 19 stock positions.
What is the MCO stake of Chuck Akre worth?
Chuck Akre holds 1.16M shares of MCO, worth about $524M at June 30, 2026 prices, 10.26% of the reported portfolio.
What are the largest holdings of Chuck Akre?
The largest stock positions of Chuck Akre as of 2026 Q2 are MA (20.01%), MCO (10.26%) and BN (10.11%), together 40.38% of the book.
Did Chuck Akre's Akre Capital Management change its MCO position in 2026 Q2?
Chuck Akre trimmed the share count by 7% in 2026 Q2.