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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
Q2 		$453 Buy
+1
New +$449 ﹤0.01% 574
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 $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Breakwater Investment Management's MCO Position: Q2 2026 in Review

Breakwater Investment Management opened a new position in Moody's (MCO) in Q2 2026: 1 share worth $453. The stake represents ﹤0.01% of the portfolio and ranks #574 among its holdings. This is a return to the name: Breakwater Investment Management previously reported a position in MCO as recently as Q4 2025.

Breakwater Investment Management first reported a position in MCO in Q3 2025 and has held it in 3 quarters since. The position peaked at $511 in Q4 2025. 1,416 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Breakwater Investment Management held 1 share of Moody's worth $453 as of Q2 2026.
  • Moody's was a new Breakwater Investment Management position in Q2 2026.
  • Moody's made up ﹤0.01% of Breakwater Investment Management's portfolio in Q2 2026, its #574 holding.
  • Breakwater Investment Management first reported a position in Moody's in Q3 2025 and has held it in 3 quarters since.
  • Breakwater Investment Management's Moody's position peaked at $511 in Q4 2025.
  • 1,416 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Breakwater Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.