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Westwind Capital’s Moody's MCO Stock Holding History

Westwind 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 		– Sell
-236
Closed -$103K – 92
2026
Q1 		$103K Buy
+236
New +$112K 0.02% 53

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Westwind Capital's MCO Position: Q2 2026 in Review

Westwind Capital sold out of Moody's (MCO) in Q2 2026, closing a stake of 236 shares — an estimated $103K sold.

Westwind Capital first reported a position in MCO in Q1 2026 and held it in 1 quarter. The position peaked at $103K in Q1 2026. 545 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Westwind Capital reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • Westwind Capital sold 236 Moody's shares in Q2 2026, an estimated $103K.
  • Westwind Capital first reported a position in Moody's in Q1 2026 and held it in 1 quarter.
  • Westwind Capital's Moody's position peaked at $103K in Q1 2026.
  • 545 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Westwind Capital's 13F filing for Q2 2026, filed 15 Jul 2026.