WIM
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Westside Investment Management’s Moody's MCO Stock Holding History

Westside Investment Management’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 		$18.1K Hold
40
– – ﹤0.01% 961
2026
Q1 		$17.6K Hold
40
– – ﹤0.01% 944
2025
Q4 		$20K Hold
40
– – ﹤0.01% 874
2025
Q3 		$19.2K Buy
40
+20
+100% +$10.1K ﹤0.01% 898
2025
Q2 		$10K Buy
20
+13
+186% +$6.02K ﹤0.01% 935
2025
Q1 		$3.28K Hold
7
– – ﹤0.01% 842
2024
Q4 		$3.31K Hold
7
– – ﹤0.01% 840
2024
Q3 		$3.23K Hold
7
– – ﹤0.01% 840
2024
Q2 		$2.95K Buy
+7
New +$2.79K ﹤0.01% 839

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

Westside Investment Management's MCO Position: Q2 2026 in Review

Westside Investment Management held its Moody's (MCO) position steady in Q2 2026 at 40 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Westside Investment Management first reported a position in MCO in Q2 2024 and has held it in 9 quarters since. The position peaked at $20K in Q4 2025. 1,412 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Westside Investment Management held 40 shares of Moody's worth $18.1K as of Q2 2026.
  • Westside Investment Management left its Moody's share count unchanged in Q2 2026.
  • Moody's made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #961 holding.
  • Westside Investment Management first reported a position in Moody's in Q2 2024 and has held it in 9 quarters since.
  • Westside Investment Management's Moody's position peaked at $20K in Q4 2025.
  • 1,412 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.