Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Moody's MCO Stock Holding History

Capital Fund Management (CFM)’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 		$32.9M Buy
75,466
+44,857
+147% +$21.2M 0.15% 155
2025
Q4 		$15.6M Buy
+30,609
New +$14.9M 0.04% 596
2025
Q2 		– Sell
-57,766
Closed -$26.9M – 2454
2025
Q1 		$26.9M Buy
57,766
+34,112
+144% +$16.4M 0.08% 351
2024
Q4 		$11.2M Buy
+23,654
New +$11.3M 0.03% 705
2018
Q3 		– Sell
-13,462
Closed -$2.3M – 2138
2018
Q2 		$2.3M Buy
13,462
+4,753
+55% +$804K 0.01% 1012
2018
Q1 		$1.41M Buy
8,709
+2,654
+44% +$430K 0.01% 1127
2017
Q4 		$894K Buy
6,055
+1,160
+24% +$170K ﹤0.01% 1261
2017
Q3 		$681K Buy
+4,895
New +$643K ﹤0.01% 1094
2017
Q2 		– Sell
-10,309
Closed -$1.16M – 1620
2017
Q1 		$1.16M Sell
10,309
-566
-5% -$60.7K 0.01% 880
2016
Q4 		$1.02M Buy
+10,875
New +$1.1M 0.01% 1015
2016
Q2 		– Sell
-15,293
Closed -$1.48M – 1669
2016
Q1 		$1.48M Buy
15,293
+1,639
+12% +$147K 0.01% 776
2015
Q4 		$1.37M Sell
13,654
-40,178
-75% -$4.03M 0.01% 776
2015
Q3 		$5.29M Buy
53,832
+45,752
+566% +$4.87M 0.06% 379
2015
Q2 		$872K Sell
8,080
-36,343
-82% -$3.91M 0.01% 871
2015
Q1 		$4.61M Buy
44,423
+2,800
+7% +$271K 0.06% 363
2014
Q4 		$3.99M Buy
+41,623
New +$4.04M 0.05% 502
2014
Q2 		– Sell
-66,600
Closed -$5.28M – 1831
2014
Q1 		$5.28M Sell
66,600
-21,962
-25% -$1.72M 0.06% 348
2013
Q4 		$6.95M Sell
88,562
-111,195
-56% -$8.14M 0.09% 287
2013
Q3 		$14M Buy
+199,757
New +$13.1M 0.19% 122

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 Fund Management (CFM)'s MCO Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its Moody's (MCO) stake by 147% in Q1 2026, buying an estimated $21.2M and bringing the position to 75,466 shares worth $32.9M. The position accounts for 0.15% of the portfolio, ranked #155.

Capital Fund Management (CFM) first reported a position in MCO in Q3 2013 and has held it in 19 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Capital Fund Management (CFM) held 75,466 shares of Moody's worth $32.9M as of Q1 2026.
  • Capital Fund Management (CFM) bought 44,857 Moody's shares in Q1 2026, an estimated $21.2M.
  • Moody's made up 0.15% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #155 holding.
  • Capital Fund Management (CFM) first reported a position in Moody's in Q3 2013 and has held it in 19 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.