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Breakwater Investment Management’s Moody's MCO Stock Holding History

Breakwater Investment Management’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
-1
Closed -$511 – 543
2025
Q4 		$511 Hold
1
– – ﹤0.01% 428
2025
Q3 		$477 Buy
+1
New +$504 ﹤0.01% 466

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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)
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

Breakwater Investment Management's MCO Position: Q1 2026 in Review

Breakwater Investment Management sold out of Moody's (MCO) in Q1 2026, closing a stake of 1 share — an estimated $511 sold.

Breakwater Investment Management first reported a position in MCO in Q3 2025 and held it in 2 quarters. The position peaked at $511 in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Breakwater Investment Management reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Breakwater Investment Management sold 1 Moody's share in Q1 2026, an estimated $511.
  • Breakwater Investment Management first reported a position in Moody's in Q3 2025 and held it in 2 quarters.
  • Breakwater Investment Management's Moody's position peaked at $511 in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Breakwater Investment Management's 13F filing for Q1 2026, filed 15 May 2026.