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West Family Investments’s Moody's MCO Stock Holding History

West Family Investments’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 		$475K Buy
1,049
+358
+52% +$161K 0.14% 196
2026
Q1 		$301K Sell
691
-254
-27% -$120K 0.11% 170
2025
Q4 		$483K Hold
945
– – 0.11% 176
2025
Q3 		$450K Buy
945
+6
+0.6% +$3.02K 0.1% 208
2025
Q2 		$471K Buy
939
+264
+39% +$122K 0.12% 172
2025
Q1 		$314K Hold
675
– – 0.12% 164
2024
Q4 		$320K Sell
675
-6
-0.9% -$2.86K 0.11% 181
2024
Q3 		$323K Buy
681
+6
+0.9% +$2.78K 0.11% 189
2024
Q2 		$284K Hold
675
– – 0.09% 186
2024
Q1 		$265K Buy
675
+6
+0.9% +$2.31K 0.08% 201
2023
Q4 		$261K Buy
669
+16
+2% +$5.56K 0.09% 177
2023
Q3 		$206K Hold
653
– – 0.07% 208
2023
Q2 		$227K Buy
+653
New +$207K 0.09% 204
2022
Q4 		– Sell
-964
Closed -$234K – 256
2022
Q3 		$234K Sell
964
-82
-8% -$23.8K 0.1% 182
2022
Q2 		$284K Buy
1,046
+404
+63% +$121K 0.11% 169
2022
Q1 		$217K Sell
642
-56
-8% -$18.8K 0.06% 251
2021
Q4 		$273K Sell
698
-5
-0.7% -$1.93K 0.07% 225
2021
Q3 		$250K Buy
703
+43
+7% +$16.2K 0.06% 252
2021
Q2 		$239K Buy
+660
New +$220K 0.06% 282

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

West Family Investments's MCO Position: Q2 2026 in Review

West Family Investments increased its Moody's (MCO) stake by 52% in Q2 2026, buying an estimated $161K and bringing the position to 1,049 shares worth $475K. The position accounts for 0.14% of the portfolio, ranked #196.

West Family Investments first reported a position in MCO in Q2 2021 and has held it in 19 quarters since. The position peaked at $483K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • West Family Investments held 1,049 shares of Moody's worth $475K as of Q2 2026.
  • West Family Investments bought 358 Moody's shares in Q2 2026, an estimated $161K.
  • Moody's made up 0.14% of West Family Investments's portfolio in Q2 2026, its #196 holding.
  • West Family Investments first reported a position in Moody's in Q2 2021 and has held it in 19 quarters since.
  • West Family Investments's Moody's position peaked at $483K in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.