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

Capital Performance 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 		– Sell
-548
Closed -$239K – 420
2026
Q1 		$239K Buy
+548
New +$259K 0.02% 387
2024
Q4 		– Sell
-38
Closed -$18K – 1630
2024
Q3 		$18K Buy
+38
New +$17.6K 0.01% 637

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 $3.37T AUM 44.26% 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 Performance Advisors's MCO Position: Q2 2026 in Review

Capital Performance Advisors sold out of Moody's (MCO) in Q2 2026, closing a stake of 548 shares — an estimated $239K sold.

Capital Performance Advisors first reported a position in MCO in Q3 2024 and held it in 2 quarters. The position peaked at $239K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Capital Performance Advisors reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 548 Moody's shares in Q2 2026, an estimated $239K.
  • Capital Performance Advisors first reported a position in Moody's in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's Moody's position peaked at $239K in Q1 2026.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.