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Capital Analysts LLC’s Moody's MCO Stock Holding History

Capital Analysts LLC’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
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

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Capital Analysts LLC's MCO Position: Q1 2026 in Review

Capital Analysts LLC reduced its Moody's (MCO) stake by 9.3% in Q1 2026, selling an estimated $94.6K and leaving 1,955 shares worth $853K. The position accounts for 0.02% of the portfolio, ranked #355.

Capital Analysts LLC first reported a position in MCO in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.2M in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Capital Analysts LLC held 1,955 shares of Moody's worth $853K as of Q1 2026.
  • Capital Analysts LLC sold 200 Moody's shares in Q1 2026, an estimated $94.6K.
  • Moody's made up 0.02% of Capital Analysts LLC's portfolio in Q1 2026, its #355 holding.
  • Capital Analysts LLC first reported a position in Moody's in Q4 2018 and has held it in 30 quarters since.
  • Capital Analysts LLC's Moody's position peaked at $1.2M in Q2 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.