David Shaw’s Moody's MCO Stock Holding History

David Shaw’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
2025 Q1	–	Sell	-1,600	Closed	-$757K	–	4537
2024 Q4	$757K	Sell	1,600 -2,000	-56%	-$955K	﹤0.01%	3371
2024 Q3	$1.71M	Buy	+3,600	New	+$1.67M	﹤0.01%	2830
2023 Q1	–	Sell	-15,700	Closed	-$4.37M	–	4693
2022 Q4	$4.37M	Sell	15,700 -30,000	-66%	-$8.21M	﹤0.01%	2221
2022 Q3	$11.1M	Buy	45,700 +5,700	+14%	+$1.66M	0.01%	1265
2022 Q2	$10.9M	Hold	40,000	–	–	0.01%	1312
2022 Q1	$13.5M	Hold	40,000	–	–	0.01%	1325
2021 Q4	$15.6M	Buy	40,000 +20,000	+100%	+$7.71M	0.01%	1267
2021 Q3	$7.1M	Buy	+20,000	New	+$7.54M	0.01%	1797
2020 Q4	–	Sell	-10,000	Closed	-$2.9M	–	4055
2020 Q3	$2.9M	Hold	10,000	–	–	﹤0.01%	2104
2020 Q2	$2.75M	Hold	10,000	–	–	﹤0.01%	2147
2020 Q1	$2.12M	Buy	+10,000	New	+$2.43M	﹤0.01%	2120
2019 Q1	–	Sell	-29,100	Closed	-$4.08M	–	3783
2018 Q4	$4.08M	Sell	29,100 -16,900	-37%	-$2.55M	0.01%	1646
2018 Q3	$7.69M	Buy	46,000 +14,500	+46%	+$2.55M	0.01%	1276
2018 Q2	$5.37M	Sell	31,500 -13,300	-30%	-$2.25M	0.01%	1485
2018 Q1	$7.23M	Sell	44,800 -1,800	-4%	-$291K	0.01%	1186
2017 Q4	$6.88M	Buy	46,600 +32,300	+226%	+$4.73M	0.01%	1269
2017 Q3	$1.99M	Buy	+14,300	New	+$1.88M	﹤0.01%	2029
2014 Q4	–	Sell	-73,800	Closed	-$6.97M	–	4150
2014 Q3	$6.97M	Sell	73,800 -13,500	-15%	-$1.24M	0.01%	1337
2014 Q2	$7.65M	Sell	87,300 -10,000	-10%	-$824K	0.01%	1294
2014 Q1	$7.72M	Sell	97,300 -22,700	-19%	-$1.78M	0.01%	1238
2013 Q4	$9.42M	Sell	120,000 -1,400	-1%	-$102K	0.01%	1189
2013 Q3	$8.54M	Buy	121,400 +54,400	+81%	+$3.57M	0.01%	1151
2013 Q2	$4.08M	Buy	+67,000	New	+$4.07M	0.01%	1507

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

David Shaw's MCO Position: Q2 2026 in Review

David Shaw increased its Moody's (MCO) stake by 49% in Q2 2026, buying an estimated $54.2M and bringing the position to 369,114 shares worth $167M. The position accounts for 0.08% of the portfolio, ranked #265.

David Shaw first reported a position in MCO in Q2 2013 and has held it in 53 quarters since. The position peaked at $209M in Q2 2015. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

David Shaw held 369,114 shares of Moody's worth $167M as of Q2 2026.
David Shaw bought 120,683 Moody's shares in Q2 2026, an estimated $54.2M.
Moody's made up 0.08% of David Shaw's portfolio in Q2 2026, its #265 holding.
David Shaw first reported a position in Moody's in Q2 2013 and has held it in 53 quarters since.
David Shaw's Moody's position peaked at $209M in Q2 2015.
1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.