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
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 $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

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. 1,423 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.
  • 1,423 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.