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Allen Investment Management’s Moody's MCO Stock Holding History

Allen Investment 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
Q1 		$306M Sell
701,813
-18,107
-3% -$8.57M 3.79% 8
2025
Q4 		$368M Sell
719,920
-8,942
-1% -$4.36M 4.07% 8
2025
Q3 		$347M Sell
728,862
-98,355
-12% -$49.6M 3.86% 8
2025
Q2 		$415M Sell
827,217
-76,485
-8% -$35.4M 4.52% 7
2025
Q1 		$421M Sell
903,702
-25,314
-3% -$12.2M 4.91% 8
2024
Q4 		$440M Sell
929,016
-52,037
-5% -$24.8M 5.08% 8
2024
Q3 		$466M Sell
981,053
-22,629
-2% -$10.5M 5.53% 8
2024
Q2 		$422M Buy
1,003,682
+108,632
+12% +$43.2M 5.13% 8
2024
Q1 		$352M Buy
895,050
+254,178
+40% +$98M 4.41% 9
2023
Q4 		$250M Buy
640,872
+64,208
+11% +$22.3M 3.34% 11
2023
Q3 		$182M Buy
576,664
+22,653
+4% +$7.71M 2.67% 14
2023
Q2 		$193M Buy
554,011
+59,383
+12% +$18.8M 2.84% 13
2023
Q1 		$151M Buy
494,628
+5,263
+1% +$1.59M 2.54% 13
2022
Q4 		$136M Sell
489,365
-30,468
-6% -$8.33M 2.19% 15
2022
Q3 		$126M Sell
519,833
-2,651
-0.5% -$770K 2.18% 15
2022
Q2 		$142M Sell
522,484
-8,186
-2% -$2.45M 2.3% 17
2022
Q1 		$179M Sell
530,670
-4,258
-0.8% -$1.43M 2.4% 14
2021
Q4 		$209M Sell
534,928
-712
-0.1% -$275K 2.62% 12
2021
Q3 		$190M Sell
535,640
-115
-0% -$43.3K 2.6% 14
2021
Q2 		$194M Sell
535,755
-1,730
-0.3% -$576K 2.61% 14
2021
Q1 		$160M Sell
537,485
-633
-0.1% -$178K 2.47% 15
2020
Q4 		$156M Sell
538,118
-1,311
-0.2% -$367K 2.65% 14
2020
Q3 		$156M Sell
539,429
-21,741
-4% -$6.21M 2.91% 13
2020
Q2 		$154M Sell
561,170
-22,306
-4% -$5.67M 3.25% 13
2020
Q1 		$123M Sell
583,476
-3,152
-0.5% -$766K 3.7% 11
2019
Q4 		$139M Sell
586,628
-39,816
-6% -$8.85M 3.32% 14
2019
Q3 		$128M Buy
626,444
+332
+0.1% +$69.6K 3.38% 14
2019
Q2 		$122M Buy
626,112
+31,825
+5% +$6.04M 3.49% 15
2019
Q1 		$108M Buy
594,287
+19,597
+3% +$3.22M 3.37% 15
2018
Q4 		$80.5M Sell
574,690
-4,295
-0.7% -$648K 3.24% 12
2018
Q3 		$96.8M Sell
578,985
-7,033
-1% -$1.24M 3.31% 11
2018
Q2 		$100M Sell
586,018
-6,876
-1% -$1.16M 3.81% 12
2018
Q1 		$95.6M Sell
592,894
-46,517
-7% -$7.53M 3.98% 10
2017
Q4 		$94.4M Sell
639,411
-88,258
-12% -$12.9M 4.21% 7
2017
Q3 		$101M Sell
727,669
-18,464
-2% -$2.43M 4.62% 7
2017
Q2 		$90.8M Sell
746,133
-42,411
-5% -$4.96M 4.36% 8
2017
Q1 		$88.3M Buy
788,544
+80,012
+11% +$8.58M 4.55% 5
2016
Q4 		$66.8M Buy
708,532
+33,917
+5% +$3.42M 4% 7
2016
Q3 		$73M Buy
674,615
+82,126
+14% +$8.64M 4.66% 7
2016
Q2 		$55.5M Buy
592,489
+93,590
+19% +$9.04M 3.86% 9
2016
Q1 		$48.2M Buy
498,899
+120,170
+32% +$10.8M 3.79% 9
2015
Q4 		$38M Buy
378,729
+158,317
+72% +$15.9M 3.18% 12
2015
Q3 		$21.6M Buy
220,412
+17,470
+9% +$1.86M 2.08% 19
2015
Q2 		$21.9M Sell
202,942
-26,506
-12% -$2.85M 2.08% 20
2015
Q1 		$23.8M Buy
229,448
+100,875
+78% +$9.75M 1.74% 20
2014
Q4 		$12.3M Hold
128,573
– – 0.93% 37
2014
Q3 		$12.2M Buy
128,573
+3,296
+3% +$302K 1.01% 37
2014
Q2 		$11M Hold
125,277
– – 1.15% 38
2014
Q1 		$9.94M Hold
125,277
– – 1.54% 24
2013
Q4 		$9.83M Buy
+125,277
New +$9.17M 2.08% 17

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

Allen Investment Management's MCO Position: Q1 2026 in Review

Allen Investment Management reduced its Moody's (MCO) stake by 2.5% in Q1 2026, selling an estimated $8.57M and leaving 701,813 shares worth $306M. The position accounts for 3.79% of the portfolio, ranked #8.

Allen Investment Management first reported a position in MCO in Q4 2013 and has held it in 50 quarters since. The position peaked at $466M in Q3 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Allen Investment Management held 701,813 shares of Moody's worth $306M as of Q1 2026.
  • Allen Investment Management sold 18,107 Moody's shares in Q1 2026, an estimated $8.57M.
  • Moody's made up 3.79% of Allen Investment Management's portfolio in Q1 2026, its #8 holding.
  • Allen Investment Management first reported a position in Moody's in Q4 2013 and has held it in 50 quarters since.
  • Allen Investment Management's Moody's position peaked at $466M in Q3 2024.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Allen Investment Management's 13F filing for Q1 2026, filed 7 May 2026.