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 Q2	$1.42M	Hold	3,145	–	–	0.14%	102
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 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 $3.37T AUM 44.26% 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

Westerkirk Capital's MCO Position: Q2 2026 in Review

Westerkirk Capital held its Moody's (MCO) position steady in Q2 2026 at 3,145 shares worth $1.42M. The position accounts for 0.14% of the portfolio, ranked #102.

Westerkirk Capital first reported a position in MCO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.78M in Q2 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Westerkirk Capital held 3,145 shares of Moody's worth $1.42M as of Q2 2026.
Westerkirk Capital left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.14% of Westerkirk Capital's portfolio in Q2 2026, its #102 holding.
Westerkirk Capital first reported a position in Moody's in Q2 2025 and has held it in 5 quarters since.
Westerkirk Capital's Moody's position peaked at $1.78M in Q2 2025.
1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.