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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
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 $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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)
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 Investment Advisors's MCO Position: Q1 2026 in Review

Capital Investment Advisors increased its Moody's (MCO) stake by 36% in Q1 2026, buying an estimated $624K and bringing the position to 5,017 shares worth $2.19M. The position accounts for 0.03% of the portfolio, ranked #225.

Capital Investment Advisors first reported a position in MCO in Q4 2024 and has held it in 6 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Capital Investment Advisors held 5,017 shares of Moody's worth $2.19M as of Q1 2026.
  • Capital Investment Advisors bought 1,319 Moody's shares in Q1 2026, an estimated $624K.
  • Moody's made up 0.03% of Capital Investment Advisors's portfolio in Q1 2026, its #225 holding.
  • Capital Investment Advisors first reported a position in Moody's in Q4 2024 and has held it in 6 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.