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Westerkirk Capital’s Moody's MCO Stock Holding History

Westerkirk 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 		$1.37M Sell
3,145
-244
-7% -$115K 0.15% 95
2025
Q4 		$1.73M Sell
3,389
-151
-4% -$73.7K 0.17% 90
2025
Q3 		$1.69M Hold
3,540
– – 0.19% 100
2025
Q2 		$1.78M Buy
+3,540
New +$1.64M 0.22% 93

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

Westerkirk Capital's MCO Position: Q1 2026 in Review

Westerkirk Capital reduced its Moody's (MCO) stake by 7.2% in Q1 2026, selling an estimated $115K and leaving 3,145 shares worth $1.37M. The position accounts for 0.15% of the portfolio, ranked #95.

Westerkirk Capital first reported a position in MCO in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.78M in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Westerkirk Capital held 3,145 shares of Moody's worth $1.37M as of Q1 2026.
  • Westerkirk Capital sold 244 Moody's shares in Q1 2026, an estimated $115K.
  • Moody's made up 0.15% of Westerkirk Capital's portfolio in Q1 2026, its #95 holding.
  • Westerkirk Capital first reported a position in Moody's in Q2 2025 and has held it in 4 quarters since.
  • Westerkirk Capital's Moody's position peaked at $1.78M in Q2 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.