Capital Analysts LLC’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $439K | Sell |
970
-985
| -50% | -$442K | 0.01% | 513 |
|
|
2026
Q1 | $853K | Sell |
1,955
-200
| -9% | -$94.6K | 0.02% | 355 |
|
|
2025
Q4 | $1.1M | Sell |
2,155
-220
| -9% | -$107K | 0.03% | 302 |
|
|
2025
Q3 | $1.13M | Sell |
2,375
-10
| -0.4% | -$5.04K | 0.03% | 296 |
|
|
2025
Q2 | $1.2M | Sell |
2,385
-10
| -0.4% | -$4.63K | 0.04% | 261 |
|
|
2025
Q1 | $1.11M | Sell |
2,395
-80
| -3% | -$38.5K | 0.04% | 248 |
|
|
2024
Q4 | $1.17M | Sell |
2,475
-9
| -0.4% | -$4.29K | 0.05% | 229 |
|
|
2024
Q3 | $1.18M | Sell |
2,484
-50
| -2% | -$23.2K | 0.05% | 228 |
|
|
2024
Q2 | $1.07M | Buy |
2,534
+4
| +0.2% | +$1.59K | 0.05% | 237 |
|
|
2024
Q1 | $994K | Hold |
2,530
| – | – | 0.05% | 244 |
|
|
2023
Q4 | $988K | Sell |
2,530
-60
| -2% | -$20.9K | 0.05% | 228 |
|
|
2023
Q3 | $819K | Hold |
2,590
| – | – | 0.05% | 243 |
|
|
2023
Q2 | $901K | Buy |
2,590
+25
| +1% | +$7.92K | 0.05% | 230 |
|
|
2023
Q1 | $785K | Sell |
2,565
-25
| -1% | -$7.55K | 0.04% | 245 |
|
|
2022
Q4 | $722K | Sell |
2,590
-106
| -4% | -$29K | 0.04% | 258 |
|
|
2022
Q3 | $655K | Buy |
2,696
+21
| +0.8% | +$6.1K | 0.05% | 243 |
|
|
2022
Q2 | $728K | Buy |
2,675
+25
| +0.9% | +$7.48K | 0.05% | 234 |
|
|
2022
Q1 | $894K | Buy |
2,650
+5
| +0.2% | +$1.68K | 0.06% | 226 |
|
|
2021
Q4 | $1.03M | Buy |
2,645
+125
| +5% | +$48.2K | 0.06% | 216 |
|
|
2021
Q3 | $895K | Buy |
2,520
+35
| +1% | +$13.2K | 0.06% | 218 |
|
|
2021
Q2 | $900K | Sell |
2,485
-132
| -5% | -$43.9K | 0.06% | 213 |
|
|
2021
Q1 | $781K | Buy |
2,617
+177
| +7% | +$49.8K | 0.05% | 220 |
|
|
2020
Q4 | $708K | Buy |
2,440
+105
| +4% | +$29.4K | 0.06% | 177 |
|
|
2020
Q3 | $677K | Buy |
2,335
+245
| +12% | +$69.9K | 0.06% | 179 |
|
|
2020
Q2 | $574K | Sell |
2,090
-105
| -5% | -$26.7K | 0.06% | 173 |
|
|
2020
Q1 | $464K | Buy |
2,195
+95
| +5% | +$23.1K | 0.06% | 166 |
|
|
2019
Q4 | $499K | Buy |
2,100
+75
| +4% | +$16.7K | 0.05% | 182 |
|
|
2019
Q3 | $414K | Sell |
2,025
-40
| -2% | -$8.38K | 0.04% | 186 |
|
|
2019
Q2 | $403K | Sell |
2,065
-10
| -0.5% | -$1.9K | 0.04% | 189 |
|
|
2019
Q1 | $375K | Hold |
2,075
| – | – | 0.04% | 187 |
|
|
2018
Q4 | $291K | Buy |
+2,075
| New | +$313K | 0.04% | 183 |
|
Other funds holding MCO
Capital Analysts LLC's MCO Position: Q2 2026 in Review
Capital Analysts LLC reduced its Moody's (MCO) stake by 50% in Q2 2026, selling an estimated $442K and leaving 970 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #513.
Capital Analysts LLC first reported a position in MCO in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.2M in Q2 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- Capital Analysts LLC held 970 shares of Moody's worth $439K as of Q2 2026.
- Capital Analysts LLC sold 985 Moody's shares in Q2 2026, an estimated $442K.
- Moody's made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #513 holding.
- Capital Analysts LLC first reported a position in Moody's in Q4 2018 and has held it in 31 quarters since.
- Capital Analysts LLC's Moody's position peaked at $1.2M in Q2 2025.
- 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.