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	-1,600	Closed	-$380K	–	1839
2019 Q4	$380K	Buy	+1,600	New	+$356K	﹤0.01%	1508
2019 Q3	–	Sell	-3,300	Closed	-$645K	–	1792
2019 Q2	$645K	Buy	+3,300	New	+$626K	0.01%	1142
2019 Q1	–	Sell	-3,800	Closed	-$532K	–	1930
2018 Q4	$532K	Buy	+3,800	New	+$573K	﹤0.01%	1345
2018 Q2	–	Sell	-18,300	Closed	-$2.95M	–	2161
2018 Q1	$2.95M	Buy	18,300 +10,300	+129%	+$1.67M	0.02%	866
2017 Q4	$1.18M	Buy	+8,000	New	+$1.17M	0.01%	1154
2013 Q4	–	Sell	-5,900	Closed	-$415K	–	1757
2013 Q3	$415K	Sell	5,900 -5,900	-50%	-$387K	0.01%	1234
2013 Q2	$719K	Buy	+11,800	New	+$716K	0.01%	891

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. 1,373 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.