Capstone Wealth Management (Alabama)’s Moody's MCO Stock Holding History

Capstone Wealth Management (Alabama)’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	$282K	Buy	+623	New	+$280K	0.13%	121

Other funds holding MCO

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s MCO Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) opened a new position in Moody's (MCO) in Q2 2026: 623 shares worth $282K. The stake represents 0.13% of the portfolio and ranks #121 among its holdings.

545 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Capstone Wealth Management (Alabama) held 623 shares of Moody's worth $282K as of Q2 2026.
Moody's was a new Capstone Wealth Management (Alabama) position in Q2 2026.
Moody's made up 0.13% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #121 holding.
545 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.