Citadel Investment Advisory’s Moody's MCO Stock Holding History

Citadel Investment Advisory’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	$3.36M	Hold	7,427	–	–	1.53%	13
2026 Q1	$3.24M	Sell	7,427 -275	-4%	-$130K	1.55%	14
2025 Q4	$3.93M	Hold	7,702	–	–	1.7%	13
2025 Q3	$3.67M	Hold	7,702	–	–	1.68%	13
2025 Q2	$3.86M	Sell	7,702 -283	-4%	-$131K	1.87%	11
2025 Q1	$3.72M	Hold	7,985	–	–	1.82%	11
2024 Q4	$3.78M	Buy	7,985 +120	+2%	+$57.3K	1.96%	9
2024 Q3	$3.73M	Hold	7,865	–	–	1.96%	10
2024 Q2	$3.31M	Hold	7,865	–	–	1.88%	8
2024 Q1	$3.09M	Hold	7,865	–	–	1.74%	9
2023 Q4	$3.07M	Hold	7,865	–	–	1.88%	9
2023 Q3	$2.49M	Hold	7,865	–	–	1.63%	12
2023 Q2	$2.73M	Hold	7,865	–	–	1.77%	10
2023 Q1	$2.41M	Hold	7,865	–	–	1.64%	16
2022 Q4	$2.19M	Sell	7,865 -30	-0.4%	-$8.21K	1.5%	17
2022 Q3	$1.92M	Hold	7,895	–	–	1.46%	18
2022 Q2	$2.15M	Hold	7,895	–	–	1.46%	18
2022 Q1	$2.66M	Sell	7,895 -169	-2%	-$56.8K	1.55%	17
2021 Q4	$3.15M	Sell	8,064 -75	-0.9%	-$28.9K	1.84%	11
2021 Q3	$2.89M	Hold	8,139	–	–	1.79%	11
2021 Q2	$2.95M	Hold	8,139	–	–	1.82%	11
2021 Q1	$2.43M	Sell	8,139 -40	-0.5%	-$11.3K	1.59%	16
2020 Q4	$2.37M	Buy	+8,179	New	+$2.29M	1.7%	15

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

Citadel Investment Advisory's MCO Position: Q2 2026 in Review

Citadel Investment Advisory held its Moody's (MCO) position steady in Q2 2026 at 7,427 shares worth $3.36M. The position accounts for 1.53% of the portfolio, ranked #13.

Citadel Investment Advisory first reported a position in MCO in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.93M in Q4 2025. 545 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Citadel Investment Advisory held 7,427 shares of Moody's worth $3.36M as of Q2 2026.
Citadel Investment Advisory left its Moody's share count unchanged in Q2 2026.
Moody's made up 1.53% of Citadel Investment Advisory's portfolio in Q2 2026, its #13 holding.
Citadel Investment Advisory first reported a position in Moody's in Q4 2020 and has held it in 23 quarters since.
Citadel Investment Advisory's Moody's position peaked at $3.93M in Q4 2025.
545 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Citadel Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.