Waterloo Capital’s Moody's MCO Stock Holding History

Waterloo 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	$310K	Buy	685 +212	+45%	+$95.2K	0.02%	437
2026 Q1	$206K	Sell	473 -11	-2%	-$5.2K	0.01%	467
2025 Q4	$247K	Buy	+484	New	+$236K	0.02%	410

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Waterloo Capital's MCO Position: Q2 2026 in Review

Waterloo Capital increased its Moody's (MCO) stake by 45% in Q2 2026, buying an estimated $95.2K and bringing the position to 685 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #437.

Waterloo Capital first reported a position in MCO in Q4 2025 and has held it in 3 quarters since. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Waterloo Capital held 685 shares of Moody's worth $310K as of Q2 2026.
Waterloo Capital bought 212 Moody's shares in Q2 2026, an estimated $95.2K.
Moody's made up 0.02% of Waterloo Capital's portfolio in Q2 2026, its #437 holding.
Waterloo Capital first reported a position in Moody's in Q4 2025 and has held it in 3 quarters since.
1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.