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Square Wave Capital’s Moody's MCO Stock Holding History

Square Wave Capital’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 		$37.7M Sell
86,500
-29,200
-25% -$13.8M 9.13% 6
2025
Q4 		$59.1M Buy
115,700
+37,212
+47% +$18.2M 13.74% 3
2025
Q3 		$37.4M Buy
78,488
+50,819
+184% +$25.6M 13.68% 6
2025
Q2 		$13.9M Buy
27,669
+3,515
+15% +$1.63M 13.31% 6
2025
Q1 		$11.2M Sell
24,154
-584
-2% -$281K 12.04% 7
2024
Q4 		$11.7M Buy
+24,738
New +$11.8M 11.29% 7

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

Square Wave Capital's MCO Position: Q1 2026 in Review

Square Wave Capital reduced its Moody's (MCO) stake by 25% in Q1 2026, selling an estimated $13.8M and leaving 86,500 shares worth $37.7M. The position accounts for 9.13% of the portfolio, ranked #6.

Square Wave Capital first reported a position in MCO in Q4 2024 and has held it in 6 quarters since. The position peaked at $59.1M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Square Wave Capital held 86,500 shares of Moody's worth $37.7M as of Q1 2026.
  • Square Wave Capital sold 29,200 Moody's shares in Q1 2026, an estimated $13.8M.
  • Moody's made up 9.13% of Square Wave Capital's portfolio in Q1 2026, its #6 holding.
  • Square Wave Capital first reported a position in Moody's in Q4 2024 and has held it in 6 quarters since.
  • Square Wave Capital's Moody's position peaked at $59.1M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Square Wave Capital's 13F filing for Q1 2026, filed 15 May 2026.