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 $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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.