Capital Fund Management (CFM)
MCO icon

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
Q2 		– Sell
-75,466
Closed -$32.9M – 2272
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 $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Capital Fund Management (CFM)'s MCO Position: Q2 2026 in Review

Capital Fund Management (CFM) sold out of Moody's (MCO) in Q2 2026, closing a stake of 75,466 shares — an estimated $32.9M sold.

Capital Fund Management (CFM) first reported a position in MCO in Q3 2013 and held it in 19 quarters. The position peaked at $32.9M in Q1 2026. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Capital Fund Management (CFM) reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 75,466 Moody's shares in Q2 2026, an estimated $32.9M.
  • Capital Fund Management (CFM) first reported a position in Moody's in Q3 2013 and held it in 19 quarters.
  • Capital Fund Management (CFM)'s Moody's position peaked at $32.9M in Q1 2026.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.