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Curi RMB Capital’s Moody's MCO Stock Holding History

Curi RMB Capital’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 		$721K Sell
1,591
-52
-3% -$23.4K 0.01% 515
2026
Q1 		$717K Buy
1,643
+3
+0.2% +$1.42K 0.01% 519
2025
Q4 		$838K Buy
1,640
+1
+0.1% +$488 0.01% 495
2025
Q3 		$781K Sell
1,639
-3
-0.2% -$1.51K 0.01% 453
2025
Q2 		$823K Buy
+1,642
New +$761K 0.02% 436
2025
Q1 		– Sell
-1,208
Closed -$572K – 521
2024
Q4 		$572K Sell
1,208
-81
-6% -$38.7K 0.01% 394
2024
Q3 		$612K Buy
1,289
+100
+8% +$46.3K 0.01% 402
2024
Q2 		$500K Sell
1,189
-374
-24% -$149K 0.01% 426
2024
Q1 		$614K Buy
1,563
+5
+0.3% +$1.93K 0.01% 408
2023
Q4 		$608K Buy
1,558
+6
+0.4% +$2.08K 0.02% 364
2023
Q3 		$491K Buy
1,552
+6
+0.4% +$2.04K 0.02% 374
2023
Q2 		$538K Buy
1,546
+2
+0.1% +$634 0.02% 364
2023
Q1 		$472K Hold
1,544
– – 0.02% 369
2022
Q4 		$430K Hold
1,544
– – 0.02% 379
2022
Q3 		$375K Sell
1,544
-6
-0.4% -$1.74K 0.01% 385
2022
Q2 		$422K Sell
1,550
-4
-0.3% -$1.2K 0.01% 371
2022
Q1 		$524K Buy
1,554
+3
+0.2% +$1.01K 0.02% 326
2021
Q4 		$606K Sell
1,551
-5
-0.3% -$1.93K 0.02% 339
2021
Q3 		$553K Buy
1,556
+5
+0.3% +$1.88K 0.02% 337
2021
Q2 		$562K Hold
1,551
– – 0.02% 345
2021
Q1 		$463K Sell
1,551
-312
-17% -$87.9K 0.02% 358
2020
Q4 		$541K Sell
1,863
-170
-8% -$47.5K 0.02% 416
2020
Q3 		$589K Buy
2,033
+180
+10% +$51.4K 0.03% 396
2020
Q2 		$509K Buy
+1,853
New +$471K 0.02% 404

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 $3.37T AUM 44.26% 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

Curi RMB Capital's MCO Position: Q2 2026 in Review

Curi RMB Capital reduced its Moody's (MCO) stake by 3.2% in Q2 2026, selling an estimated $23.4K and leaving 1,591 shares worth $721K. The position accounts for 0.01% of the portfolio, ranked #515.

Curi RMB Capital first reported a position in MCO in Q2 2020 and has held it in 24 quarters since. The position peaked at $838K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Curi RMB Capital held 1,591 shares of Moody's worth $721K as of Q2 2026.
  • Curi RMB Capital sold 52 Moody's shares in Q2 2026, an estimated $23.4K.
  • Moody's made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #515 holding.
  • Curi RMB Capital first reported a position in Moody's in Q2 2020 and has held it in 24 quarters since.
  • Curi RMB Capital's Moody's position peaked at $838K in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.