Capital Investment Advisors
MCO icon

Capital Investment Advisors’s Moody's MCO Stock Holding History

Capital Investment Advisors’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 		$2.38M Buy
5,250
+233
+5% +$105K 0.03% 226
2026
Q1 		$2.19M Buy
5,017
+1,319
+36% +$624K 0.03% 225
2025
Q4 		$1.89M Buy
3,698
+6
+0.2% +$2.93K 0.03% 242
2025
Q3 		$1.76M Buy
3,692
+208
+6% +$105K 0.03% 254
2025
Q2 		$1.75M Buy
3,484
+240
+7% +$111K 0.03% 248
2025
Q1 		$1.51M Buy
3,244
+518
+19% +$250K 0.03% 259
2024
Q4 		$1.29M Buy
+2,726
New +$1.3M 0.03% 276

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 Investment Advisors's MCO Position: Q2 2026 in Review

Capital Investment Advisors increased its Moody's (MCO) stake by 4.6% in Q2 2026, buying an estimated $105K and bringing the position to 5,250 shares worth $2.38M. The position accounts for 0.03% of the portfolio, ranked #226.

Capital Investment Advisors first reported a position in MCO in Q4 2024 and has held it in 7 quarters since. 1,415 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Capital Investment Advisors held 5,250 shares of Moody's worth $2.38M as of Q2 2026.
  • Capital Investment Advisors bought 233 Moody's shares in Q2 2026, an estimated $105K.
  • Moody's made up 0.03% of Capital Investment Advisors's portfolio in Q2 2026, its #226 holding.
  • Capital Investment Advisors first reported a position in Moody's in Q4 2024 and has held it in 7 quarters since.
  • 1,415 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.