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
2022 Q2	–	Sell	-2,900	Closed	-$978K	–	5585
2022 Q1	$978K	Hold	2,900	–	–	﹤0.01%	3936
2021 Q4	$1.13M	Buy	+2,900	New	+$1.12M	﹤0.01%	3822
2020 Q4	–	Sell	-1,300	Closed	-$377K	–	4056
2020 Q3	$377K	Hold	1,300	–	–	﹤0.01%	3344
2020 Q2	$357K	Hold	1,300	–	–	﹤0.01%	3552
2020 Q1	$275K	Buy	+1,300	New	+$316K	﹤0.01%	3516
2018 Q3	–	Sell	-18,400	Closed	-$3.14M	–	3865
2018 Q2	$3.14M	Sell	18,400 -12,600	-41%	-$2.13M	﹤0.01%	1882
2018 Q1	$5M	Buy	31,000 +4,500	+17%	+$728K	0.01%	1400
2017 Q4	$3.91M	Buy	26,500 +11,200	+73%	+$1.64M	0.01%	1653
2017 Q3	$2.13M	Buy	+15,300	New	+$2.01M	﹤0.01%	1971
2015 Q1	–	Sell	-209,200	Closed	-$20M	–	3851
2014 Q4	$20M	Hold	209,200	–	–	0.03%	720
2014 Q3	$19.8M	Buy	209,200 +10,000	+5%	+$916K	0.03%	705
2014 Q2	$17.5M	Buy	199,200 +10,000	+5%	+$824K	0.02%	767
2014 Q1	$15M	Sell	189,200 -24,200	-11%	-$1.9M	0.02%	810
2013 Q4	$16.7M	Buy	213,400 +38,000	+22%	+$2.78M	0.02%	793
2013 Q3	$12.3M	Buy	175,400 +118,000	+206%	+$7.74M	0.02%	861
2013 Q2	$3.5M	Buy	+57,400	New	+$3.48M	0.01%	1627

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.