SWC
MCO icon

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
Q2 		– Sell
-86,500
Closed -$37.7M – 13
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 $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 $3.37T AUM 44.26% 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

Square Wave Capital's MCO Position: Q2 2026 in Review

Square Wave Capital sold out of Moody's (MCO) in Q2 2026, closing a stake of 86,500 shares — an estimated $37.7M sold.

Square Wave Capital first reported a position in MCO in Q4 2024 and held it in 6 quarters. The position peaked at $59.1M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Square Wave Capital reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • Square Wave Capital sold 86,500 Moody's shares in Q2 2026, an estimated $37.7M.
  • Square Wave Capital first reported a position in Moody's in Q4 2024 and held it in 6 quarters.
  • Square Wave Capital's Moody's position peaked at $59.1M in Q4 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Square Wave Capital's 13F filing for Q2 2026, filed 14 Aug 2026.