Capstone Investment Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-446
| Closed | -$218K | – | 1881 |
|
|
2025
Q3 | $213K | Buy |
+446
| New | +$225K | ﹤0.01% | 1799 |
|
|
2025
Q1 | – | Sell |
-3,187
| Closed | -$1.54M | – | 1683 |
|
|
2024
Q4 | $1.51M | Sell |
3,187
-589
| -16% | -$281K | ﹤0.01% | 931 |
|
|
2024
Q3 | $1.79M | Buy |
3,776
+886
| +31% | +$411K | 0.01% | 772 |
|
|
2024
Q2 | $1.22M | Sell |
2,890
-613
| -17% | -$244K | ﹤0.01% | 905 |
|
|
2024
Q1 | $1.38M | Buy |
+3,503
| New | +$1.35M | 0.01% | 974 |
|
|
2023
Q4 | – | Sell |
-26
| Closed | -$9.04K | – | 2273 |
|
|
2023
Q3 | $8.22K | Sell |
26
-796
| -97% | -$271K | ﹤0.01% | 2072 |
|
|
2023
Q2 | $286K | Sell |
822
-1,604
| -66% | -$508K | ﹤0.01% | 1421 |
|
|
2023
Q1 | $742K | Buy |
2,426
+867
| +56% | +$262K | ﹤0.01% | 884 |
|
|
2022
Q4 | $434K | Sell |
1,559
-23,140
| -94% | -$6.33M | ﹤0.01% | 1163 |
|
|
2022
Q3 | $6M | Buy |
24,699
+12,899
| +109% | +$3.75M | 0.04% | 362 |
|
|
2022
Q2 | $3.21M | Buy |
+11,800
| New | +$3.53M | 0.02% | 562 |
|
|
2022
Q1 | – | Sell |
-80,000
| Closed | -$26.9M | – | 2120 |
|
|
2021
Q4 | $31.2M | Buy |
80,000
+79,307
| +11,444% | +$30.6M | 0.05% | 316 |
|
|
2021
Q3 | $246K | Sell |
693
-1,669
| -71% | -$629K | ﹤0.01% | 1662 |
|
|
2021
Q2 | $856K | Buy |
+2,362
| New | +$786K | ﹤0.01% | 1277 |
|
|
2021
Q1 | – | Sell |
-6,781
| Closed | -$1.91M | – | 1855 |
|
|
2020
Q4 | $1.97M | Buy |
+6,781
| New | +$1.9M | 0.01% | 878 |
|
|
2020
Q1 | – | Sell |
-2,805
| Closed | -$682K | – | 1297 |
|
|
2019
Q4 | $666K | Buy |
+2,805
| New | +$623K | ﹤0.01% | 1091 |
|
|
2018
Q4 | – | Sell |
-1,143
| Closed | -$191K | – | 1325 |
|
|
2018
Q3 | $191K | Buy |
1,143
+43
| +4% | +$7.56K | ﹤0.01% | 1027 |
|
|
2018
Q2 | $188K | Buy |
+1,100
| New | +$186K | ﹤0.01% | 585 |
|
|
2018
Q1 | – | Sell |
-2,918
| Closed | -$430K | – | 470 |
|
|
2017
Q4 | $430K | Buy |
+2,918
| New | +$428K | 0.01% | 295 |
|
|
2017
Q3 | – | Sell |
-3,123
| Closed | -$380K | – | 661 |
|
|
2017
Q2 | $380K | Sell |
3,123
-23,687
| -88% | -$2.77M | 0.01% | 454 |
|
|
2017
Q1 | $3M | Buy |
26,810
+9,610
| +56% | +$1.03M | 0.08% | 214 |
|
|
2016
Q4 | $1.62M | Buy |
+17,200
| New | +$1.74M | 0.05% | 320 |
|
Other funds holding MCO
VCM
VPM
PAM
Capstone Investment Advisors's MCO Position: Q4 2025 in Review
Capstone Investment Advisors sold out of Moody's (MCO) in Q4 2025, closing a stake of 446 shares — an estimated $218K sold.
Capstone Investment Advisors first reported a position in MCO in Q4 2016 and held it in 22 quarters. The position peaked at $31.2M in Q4 2021. 1,422 funds tracked by Wall St. Rank hold MCO as of Q4 2025.
- Capstone Investment Advisors reported no remaining Moody's position as of Q4 2025 after selling out during the quarter.
- Capstone Investment Advisors sold 446 Moody's shares in Q4 2025, an estimated $218K.
- Capstone Investment Advisors first reported a position in Moody's in Q4 2016 and held it in 22 quarters.
- Capstone Investment Advisors's Moody's position peaked at $31.2M in Q4 2021.
- 1,422 funds tracked by Wall St. Rank held Moody's as of Q4 2025.
Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.