Capital World Investors
MCO icon

Capital World Investors’s Moody's MCO Stock Holding History

Capital World Investors’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
2024
Q1 		– Sell
-1,243,738
Closed -$486M – 526
2023
Q4 		$486M Buy
1,243,738
+13,098
+1% +$4.55M 0.09% 199
2023
Q3 		$389M Buy
1,230,640
+6,605
+0.5% +$2.25M 0.08% 215
2023
Q2 		$426M Buy
1,224,035
+12,469
+1% +$3.95M 0.08% 210
2023
Q1 		$371M Buy
1,211,566
+1,769
+0.1% +$534K 0.08% 221
2022
Q4 		$337M Sell
1,209,797
-381,463
-24% -$104M 0.07% 231
2022
Q3 		$387M Sell
1,591,260
-161,756
-9% -$47M 0.09% 195
2022
Q2 		$477M Sell
1,753,016
-2,390
-0.1% -$715K 0.1% 192
2022
Q1 		$592M Sell
1,755,406
-7,777
-0.4% -$2.62M 0.1% 187
2021
Q4 		$689M Buy
1,763,183
+6,376
+0.4% +$2.46M 0.11% 181
2021
Q3 		$624M Buy
1,756,807
+6,982
+0.4% +$2.63M 0.11% 190
2021
Q2 		$634M Buy
1,749,825
+33,237
+2% +$11.1M 0.11% 188
2021
Q1 		$513M Buy
1,716,588
+11,475
+0.7% +$3.23M 0.09% 193
2020
Q4 		$495M Buy
1,705,113
+28,777
+2% +$8.05M 0.1% 197
2020
Q3 		$486M Sell
1,676,336
-164,991
-9% -$47.1M 0.11% 187
2020
Q2 		$506M Sell
1,841,327
-16,462
-0.9% -$4.18M 0.12% 162
2020
Q1 		$393M Buy
1,857,789
+48,396
+3% +$11.8M 0.11% 154
2019
Q4 		$430M Buy
1,809,393
+388,527
+27% +$86.3M 0.1% 191
2019
Q3 		$291M Sell
1,420,866
-285,006
-17% -$59.7M 0.07% 210
2019
Q2 		$333M Sell
1,705,872
-209,578
-11% -$39.8M 0.08% 201
2019
Q1 		$347M Sell
1,915,450
-239,824
-11% -$39.4M 0.08% 193
2018
Q4 		$302M Buy
2,155,274
+449,840
+26% +$67.9M 0.08% 194
2018
Q3 		$285M Buy
1,705,434
+410,320
+32% +$72.2M 0.07% 209
2018
Q2 		$221M Buy
1,295,114
+5,964
+0.5% +$1.01M 0.05% 234
2018
Q1 		$208M Buy
1,289,150
+4,695
+0.4% +$760K 0.05% 233
2017
Q4 		$190M Buy
1,284,455
+7,117
+0.6% +$1.04M 0.04% 240
2017
Q3 		$178M Buy
1,277,338
+4,049
+0.3% +$532K 0.04% 246
2017
Q2 		$155M Buy
1,273,289
+4,125
+0.3% +$483K 0.04% 244
2017
Q1 		$142M Buy
1,269,164
+4,957
+0.4% +$532K 0.03% 253
2016
Q4 		$119M Sell
1,264,207
-896,949
-42% -$90.5M 0.03% 263
2016
Q3 		$234M Sell
2,161,156
-476,779
-18% -$50.1M 0.06% 214
2016
Q2 		$247M Sell
2,637,935
-205,833
-7% -$19.9M 0.07% 207
2016
Q1 		$275M Sell
2,843,768
-385,698
-12% -$34.7M 0.08% 200
2015
Q4 		$324M Sell
3,229,466
-1,332,381
-29% -$134M 0.09% 188
2015
Q3 		$448M Sell
4,561,847
-378,988
-8% -$40.3M 0.13% 159
2015
Q2 		$533M Sell
4,940,835
-1,263,963
-20% -$136M 0.14% 151
2015
Q1 		$644M Sell
6,204,798
-2,702,000
-30% -$261M 0.17% 135
2014
Q4 		$853M Sell
8,906,798
-4,807,900
-35% -$466M 0.23% 111
2014
Q3 		$1.3B Sell
13,714,698
-1,076,302
-7% -$98.6M 0.36% 75
2014
Q2 		$1.3B Sell
14,791,000
-2,108,000
-12% -$174M 0.36% 77
2014
Q1 		$1.34B Sell
16,899,000
-340,000
-2% -$26.6M 0.38% 75
2013
Q4 		$1.35B Sell
17,239,000
-359,900
-2% -$26.3M 0.38% 75
2013
Q3 		$1.24B Buy
17,598,900
+740,000
+4% +$48.6M 0.38% 76
2013
Q2 		$1.03B Buy
+16,858,900
New +$1.02B 0.33% 83

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors's MCO Position: Q1 2024 in Review

Capital World Investors sold out of Moody's (MCO) in Q1 2024, closing a stake of 1,243,738 shares — an estimated $486M sold.

Capital World Investors first reported a position in MCO in Q2 2013 and held it in 43 quarters. The position peaked at $1.35B in Q4 2013. 1,133 funds tracked by Wall St. Rank hold MCO as of Q1 2024.

  • Capital World Investors reported no remaining Moody's position as of Q1 2024 after selling out during the quarter.
  • Capital World Investors sold 1,243,738 Moody's shares in Q1 2024, an estimated $486M.
  • Capital World Investors first reported a position in Moody's in Q2 2013 and held it in 43 quarters.
  • Capital World Investors's Moody's position peaked at $1.35B in Q4 2013.
  • 1,133 funds tracked by Wall St. Rank held Moody's as of Q1 2024.

Based on Capital World Investors's 13F filing for Q1 2024, filed 14 May 2024.