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Capital Advisors Ltd’s Moody's MCO Stock Holding History

Capital Advisors Ltd’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 		$452K Sell
997
-28
-3% -$12.6K 0.05% 195
2026
Q1 		$447K Buy
1,025
+21
+2% +$9.93K 0.05% 183
2025
Q4 		$513K Hold
1,004
– – 0.06% 167
2025
Q3 		$478K Hold
1,004
– – 0.05% 174
2025
Q2 		$503K Buy
1,004
+1
+0.1% +$463 0.06% 159
2025
Q1 		$467K Buy
1,003
+10
+1% +$4.82K 0.06% 163
2024
Q4 		$470K Buy
993
+9
+0.9% +$4.29K 0.06% 164
2024
Q3 		$467K Buy
984
+24
+3% +$11.1K 0.06% 165
2024
Q2 		$404K Buy
960
+24
+3% +$9.55K 0.05% 177
2024
Q1 		$368K Buy
936
+25
+3% +$9.64K 0.05% 190
2023
Q4 		$356K Buy
911
+50
+6% +$17.4K 0.05% 184
2023
Q3 		$272K Buy
861
+30
+4% +$10.2K 0.04% 212
2023
Q2 		$289K Buy
831
+35
+4% +$11.1K 0.04% 210
2023
Q1 		$244K Sell
796
-12
-1% -$3.63K 0.04% 206
2022
Q4 		$225K Buy
808
+11
+1% +$3.01K 0.04% 219
2022
Q3 		$194K Buy
797
+114
+17% +$33.1K 0.04% 236
2022
Q2 		$186K Buy
683
+115
+20% +$34.4K 0.03% 240
2022
Q1 		$192K Buy
568
+242
+74% +$81.4K 0.03% 232
2021
Q4 		$127K Buy
326
+229
+236% +$88.3K 0.02% 281
2021
Q3 		$34K Buy
+97
New +$36.6K 0.01% 351

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Capital Advisors Ltd's MCO Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Moody's (MCO) stake by 2.7% in Q2 2026, selling an estimated $12.6K and leaving 997 shares worth $452K. The position accounts for 0.05% of the portfolio, ranked #195.

Capital Advisors Ltd first reported a position in MCO in Q3 2021 and has held it in 20 quarters since. The position peaked at $513K in Q4 2025. 241 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Capital Advisors Ltd held 997 shares of Moody's worth $452K as of Q2 2026.
  • Capital Advisors Ltd sold 28 Moody's shares in Q2 2026, an estimated $12.6K.
  • Moody's made up 0.05% of Capital Advisors Ltd's portfolio in Q2 2026, its #195 holding.
  • Capital Advisors Ltd first reported a position in Moody's in Q3 2021 and has held it in 20 quarters since.
  • Capital Advisors Ltd's Moody's position peaked at $513K in Q4 2025.
  • 241 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.