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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
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
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

Waterloo Capital's MCO Position: Q1 2026 in Review

Waterloo Capital reduced its Moody's (MCO) stake by 2.3% in Q1 2026, selling an estimated $5.2K and leaving 473 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #467.

Waterloo Capital first reported a position in MCO in Q4 2025 and has held it in 2 quarters since. The position peaked at $247K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Waterloo Capital held 473 shares of Moody's worth $206K as of Q1 2026.
  • Waterloo Capital sold 11 Moody's shares in Q1 2026, an estimated $5.2K.
  • Moody's made up 0.01% of Waterloo Capital's portfolio in Q1 2026, its #467 holding.
  • Waterloo Capital first reported a position in Moody's in Q4 2025 and has held it in 2 quarters since.
  • Waterloo Capital's Moody's position peaked at $247K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.