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Davis Capital Management’s Moody's MCO Stock Holding History

Davis Capital Management’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
Q3 		$3.18K Buy
7
+3
+75% +$1.46K ﹤0.01% 339
2026
Q2 		$1.81K Buy
+4
New +$1.8K ﹤0.01% 401
2026
Q1 		– Sell
-1
Closed -$511 – 624
2025
Q4 		$511 Sell
1
-1
-50% -$488 ﹤0.01% 403
2025
Q3 		$953 Buy
+2
New +$1.01K ﹤0.01% 344

Other funds holding MCO

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

Davis Capital Management's MCO Position: Q3 2026 in Review

Davis Capital Management increased its Moody's (MCO) stake by 75% in Q3 2026, buying an estimated $1.46K and bringing the position to 7 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Davis Capital Management first reported a position in MCO in Q3 2025 and has held it in 4 quarters since. 56 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Davis Capital Management held 7 shares of Moody's worth $3.18K as of Q3 2026.
  • Davis Capital Management bought 3 Moody's shares in Q3 2026, an estimated $1.46K.
  • Moody's made up ﹤0.01% of Davis Capital Management's portfolio in Q3 2026, its #339 holding.
  • Davis Capital Management first reported a position in Moody's in Q3 2025 and has held it in 4 quarters since.
  • 56 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.