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
2020 Q1	–	Sell	-2,000	Closed	-$475K	–	1838
2019 Q4	$475K	Buy	+2,000	New	+$444K	﹤0.01%	1413
2019 Q3	–	Sell	-5,600	Closed	-$1.09M	–	1791
2019 Q2	$1.09M	Buy	+5,600	New	+$1.06M	0.01%	990
2019 Q1	–	Sell	-5,200	Closed	-$728K	–	1929
2018 Q4	$728K	Buy	+5,200	New	+$784K	0.01%	1221
2018 Q2	–	Sell	-17,700	Closed	-$2.85M	–	2160
2018 Q1	$2.85M	Buy	17,700 +11,600	+190%	+$1.88M	0.02%	880
2017 Q4	$900K	Buy	+6,100	New	+$894K	0.01%	1259
2013 Q3	–	Sell	-18,200	Closed	-$1.11M	–	1768
2013 Q2	$1.11M	Buy	+18,200	New	+$1.1M	0.02%	776

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) 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. 1,374 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.
1,374 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.