Capstone Investment Advisors
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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 		$4.41M Buy
10,100
+8,000
+381% +$3.78M 0.01% 450
2025
Q4 		$1.07M Sell
2,100
-1,000
-32% -$488K ﹤0.01% 842
2025
Q3 		$1.48M Buy
+3,100
New +$1.56M ﹤0.01% 878
2025
Q1 		– Sell
-5,600
Closed -$2.65M – 1684
2024
Q4 		$2.65M Buy
5,600
+1,200
+27% +$573K 0.01% 758
2024
Q3 		$2.09M Buy
4,400
+700
+19% +$324K 0.01% 726
2024
Q2 		$1.56M Buy
3,700
+800
+28% +$318K ﹤0.01% 812
2024
Q1 		$1.14M Sell
2,900
-4,400
-60% -$1.7M ﹤0.01% 1070
2023
Q4 		$2.85M Sell
7,300
-11,800
-62% -$4.1M 0.01% 708
2023
Q3 		$6.04M Sell
19,100
-2,400
-11% -$816K 0.03% 382
2023
Q2 		$7.48M Hold
21,500
– – 0.04% 295
2023
Q1 		$6.58M Buy
21,500
+15,400
+252% +$4.65M 0.03% 306
2022
Q4 		$1.7M Sell
6,100
-24,300
-80% -$6.65M 0.01% 759
2022
Q3 		$7.39M Buy
30,400
+1,400
+5% +$407K 0.04% 303
2022
Q2 		$7.89M Sell
29,000
-10,800
-27% -$3.23M 0.04% 306
2022
Q1 		$13.4M Buy
39,800
+16,700
+72% +$5.62M 0.04% 358
2021
Q4 		$9.02M Sell
23,100
-111,000
-83% -$42.8M 0.02% 643
2021
Q3 		$47.6M Sell
134,100
-18,100
-12% -$6.82M 0.09% 190
2021
Q2 		$55.2M Buy
152,200
+34,500
+29% +$11.5M 0.12% 148
2021
Q1 		$35.1M Buy
117,700
+70,800
+151% +$19.9M 0.1% 182
2020
Q4 		$13.6M Sell
46,900
-15,600
-25% -$4.36M 0.05% 324
2020
Q3 		$18.1M Buy
62,500
+9,000
+17% +$2.57M 0.09% 188
2020
Q2 		$14.7M Buy
53,500
+28,300
+112% +$7.19M 0.1% 178
2020
Q1 		$5.33M Buy
25,200
+7,800
+45% +$1.9M 0.09% 257
2019
Q4 		$4.13M Buy
+17,400
New +$3.87M 0.02% 624
2018
Q4 		– Sell
-4,300
Closed -$719K – 1326
2018
Q3 		$719K Buy
4,300
+300
+8% +$52.8K 0.01% 697
2018
Q2 		$682K Buy
+4,000
New +$677K 0.01% 446

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. 1,422 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.