Capstone Investment Advisors
MCO icon

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

Capstone 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 		$3.4M Buy
7,500
+6,200
+477% +$2.78M 0.01% 595
2026
Q1 		$567K Buy
+1,300
New +$615K ﹤0.01% 1086
2025
Q4 		– Sell
-1,200
Closed -$572K – 1880
2025
Q3 		$572K Buy
1,200
+400
+50% +$202K ﹤0.01% 1297
2025
Q2 		$401K Sell
800
-100
-11% -$46.3K ﹤0.01% 1247
2025
Q1 		$419K Sell
900
-600
-40% -$289K ﹤0.01% 1117
2024
Q4 		$710K Buy
1,500
+1,200
+400% +$573K ﹤0.01% 1181
2024
Q3 		$142K Sell
300
-500
-63% -$232K ﹤0.01% 1660
2024
Q2 		$337K Buy
800
+200
+33% +$79.6K ﹤0.01% 1526
2024
Q1 		$236K Sell
600
-2,500
-81% -$964K ﹤0.01% 1947
2023
Q4 		$1.21M Sell
3,100
-2,100
-40% -$730K ﹤0.01% 974
2023
Q3 		$1.64M Sell
5,200
-1,700
-25% -$578K 0.01% 797
2023
Q2 		$2.4M Buy
6,900
+300
+5% +$95.1K 0.01% 589
2023
Q1 		$2.02M Buy
6,600
+4,900
+288% +$1.48M 0.01% 599
2022
Q4 		$474K Sell
1,700
-5,200
-75% -$1.42M ﹤0.01% 1143
2022
Q3 		$1.68M Buy
6,900
+800
+13% +$232K 0.01% 831
2022
Q2 		$1.66M Sell
6,100
-1,400
-19% -$419K 0.01% 838
2022
Q1 		$2.53M Buy
7,500
+4,800
+178% +$1.61M 0.01% 947
2021
Q4 		$1.05M Sell
2,700
-19,000
-88% -$7.33M ﹤0.01% 1285
2021
Q3 		$7.71M Sell
21,700
-2,300
-10% -$867K 0.02% 702
2021
Q2 		$8.7M Buy
24,000
+5,400
+29% +$1.8M 0.02% 571
2021
Q1 		$5.55M Buy
18,600
+13,800
+288% +$3.89M 0.02% 625
2020
Q4 		$1.39M Sell
4,800
-12,300
-72% -$3.44M ﹤0.01% 982
2020
Q3 		$4.96M Buy
17,100
+3,700
+28% +$1.06M 0.03% 517
2020
Q2 		$3.68M Buy
13,400
+4,200
+46% +$1.07M 0.02% 517
2020
Q1 		$1.95M Buy
9,200
+7,000
+318% +$1.7M 0.03% 530
2019
Q4 		$522K Buy
+2,200
New +$489K ﹤0.01% 1138

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

Capstone Investment Advisors's MCO Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Moody's (MCO) in Q2 2026: 1,155 shares worth $523K. The stake represents ﹤0.01% of the portfolio and ranks #1224 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in MCO as recently as Q3 2025.

Capstone Investment Advisors first reported a position in MCO in Q4 2016 and has held it in 23 quarters since. The position peaked at $31.2M in Q4 2021. 1,415 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Capstone Investment Advisors held 1,155 shares of Moody's worth $523K as of Q2 2026.
  • Moody's was a new Capstone Investment Advisors position in Q2 2026.
  • Moody's made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1224 holding.
  • Capstone Investment Advisors first reported a position in Moody's in Q4 2016 and has held it in 23 quarters since.
  • Capstone Investment Advisors's Moody's position peaked at $31.2M in Q4 2021.
  • 1,415 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.