Dimensional Fund Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $485M | Buy |
1,070,784
+187,811
| +21% | +$84.3M | 0.09% | 203 |
|
|
2026
Q1 | $385M | Buy |
882,973
+59,121
| +7% | +$28M | 0.08% | 242 |
|
|
2025
Q4 | $421M | Buy |
823,852
+6,743
| +0.8% | +$3.29M | 0.09% | 199 |
|
|
2025
Q3 | $389M | Buy |
817,109
+17,479
| +2% | +$8.81M | 0.08% | 218 |
|
|
2025
Q2 | $401M | Sell |
799,630
-5,637
| -0.7% | -$2.61M | 0.09% | 184 |
|
|
2025
Q1 | $375M | Buy |
805,267
+9,148
| +1% | +$4.41M | 0.09% | 182 |
|
|
2024
Q4 | $377M | Buy |
796,119
+65,257
| +9% | +$31.1M | 0.09% | 180 |
|
|
2024
Q3 | $347M | Buy |
730,862
+24,456
| +3% | +$11.3M | 0.08% | 216 |
|
|
2024
Q2 | $297M | Buy |
706,406
+68,563
| +11% | +$27.3M | 0.08% | 243 |
|
|
2024
Q1 | $251M | Sell |
637,843
-41,394
| -6% | -$16M | 0.07% | 314 |
|
|
2023
Q4 | $265M | Buy |
679,237
+14,344
| +2% | +$4.99M | 0.08% | 257 |
|
|
2023
Q3 | $210M | Sell |
664,893
-21,979
| -3% | -$7.48M | 0.07% | 303 |
|
|
2023
Q2 | $239M | Buy |
686,872
+8,083
| +1% | +$2.56M | 0.08% | 260 |
|
|
2023
Q1 | $208M | Buy |
678,789
+9,348
| +1% | +$2.82M | 0.07% | 301 |
|
|
2022
Q4 | $187K | Sell |
669,441
-567
| -0.1% | -$155K | 0.06% | 354 |
|
|
2022
Q3 | $163M | Buy |
670,008
+6,171
| +0.9% | +$1.79M | 0.06% | 374 |
|
|
2022
Q2 | $181M | Buy |
663,837
+7,851
| +1% | +$2.35M | 0.06% | 343 |
|
|
2022
Q1 | $221M | Buy |
655,986
+16,465
| +3% | +$5.54M | 0.07% | 317 |
|
|
2021
Q4 | $250M | Sell |
639,521
-649
| -0.1% | -$250K | 0.08% | 264 |
|
|
2021
Q3 | $227M | Buy |
640,170
+7,580
| +1% | +$2.86M | 0.07% | 278 |
|
|
2021
Q2 | $229M | Buy |
632,590
+9,918
| +2% | +$3.3M | 0.07% | 284 |
|
|
2021
Q1 | $186M | Sell |
622,672
-2,028
| -0.3% | -$571K | 0.06% | 372 |
|
|
2020
Q4 | $181M | Buy |
624,700
+4,865
| +0.8% | +$1.36M | 0.07% | 322 |
|
|
2020
Q3 | $180M | Buy |
619,835
+8,166
| +1% | +$2.33M | 0.08% | 245 |
|
|
2020
Q2 | $168M | Buy |
611,669
+15,486
| +3% | +$3.93M | 0.07% | 244 |
|
|
2020
Q1 | $126M | Buy |
596,183
+25,711
| +5% | +$6.25M | 0.07% | 275 |
|
|
2019
Q4 | $135M | Buy |
570,472
+5,142
| +0.9% | +$1.14M | 0.05% | 503 |
|
|
2019
Q3 | $116M | Buy |
565,330
+37,670
| +7% | +$7.9M | 0.05% | 560 |
|
|
2019
Q2 | $103M | Buy |
527,660
+10,778
| +2% | +$2.05M | 0.04% | 646 |
|
|
2019
Q1 | $93.6M | Buy |
516,882
+22,893
| +5% | +$3.76M | 0.04% | 720 |
|
|
2018
Q4 | $69.2M | Buy |
493,989
+41,661
| +9% | +$6.28M | 0.03% | 893 |
|
|
2018
Q3 | $75.7M | Buy |
452,328
+47,962
| +12% | +$8.44M | 0.03% | 975 |
|
|
2018
Q2 | $69M | Buy |
404,366
+47,355
| +13% | +$8.02M | 0.03% | 1042 |
|
|
2018
Q1 | $57.6M | Sell |
357,011
-8,111
| -2% | -$1.31M | 0.02% | 1177 |
|
|
2017
Q4 | $53.9M | Buy |
365,122
+4,791
| +1% | +$702K | 0.02% | 1268 |
|
|
2017
Q3 | $50.2M | Sell |
360,331
-4
| -0% | -$526 | 0.02% | 1298 |
|
|
2017
Q2 | $43.8M | Buy |
360,335
+3,364
| +0.9% | +$394K | 0.02% | 1385 |
|
|
2017
Q1 | $40M | Buy |
356,971
+9,536
| +3% | +$1.02M | 0.02% | 1424 |
|
|
2016
Q4 | $32.8M | Sell |
347,435
-1,588
| -0.5% | -$160K | 0.02% | 1564 |
|
|
2016
Q3 | $37.8M | Buy |
349,023
+12,955
| +4% | +$1.36M | 0.02% | 1348 |
|
|
2016
Q2 | $31.5M | Buy |
336,068
+1,615
| +0.5% | +$156K | 0.02% | 1462 |
|
|
2016
Q1 | $32.3M | Buy |
334,453
+5,528
| +2% | +$497K | 0.02% | 1387 |
|
|
2015
Q4 | $33M | Buy |
328,925
+12,776
| +4% | +$1.28M | 0.02% | 1301 |
|
|
2015
Q3 | $31M | Sell |
316,149
-8,628
| -3% | -$918K | 0.02% | 1311 |
|
|
2015
Q2 | $35.1M | Sell |
324,777
-105,135
| -24% | -$11.3M | 0.02% | 1259 |
|
|
2015
Q1 | $44.6M | Buy |
429,912
+15,981
| +4% | +$1.54M | 0.03% | 945 |
|
|
2014
Q4 | $39.7M | Buy |
413,931
+8,772
| +2% | +$851K | 0.03% | 1002 |
|
|
2014
Q3 | $38.3M | Sell |
405,159
-11,950
| -3% | -$1.09M | 0.03% | 930 |
|
|
2014
Q2 | $36.6M | Buy |
417,109
+117,457
| +39% | +$9.68M | 0.03% | 997 |
|
|
2014
Q1 | $23.8M | Buy |
299,652
+13,692
| +5% | +$1.07M | 0.02% | 1391 |
|
|
2013
Q4 | $22.4M | Buy |
285,960
+1,754
| +0.6% | +$128K | 0.02% | 1420 |
|
|
2013
Q3 | $20M | Buy |
284,206
+13,720
| +5% | +$900K | 0.02% | 1419 |
|
|
2013
Q2 | $16.5M | Buy |
+270,486
| New | +$16.4M | 0.02% | 1518 |
|
Other funds holding MCO
Dimensional Fund Advisors's MCO Position: Q2 2026 in Review
Dimensional Fund Advisors increased its Moody's (MCO) stake by 21% in Q2 2026, buying an estimated $84.3M and bringing the position to 1,070,784 shares worth $485M. The position accounts for 0.09% of the portfolio, ranked #203.
Dimensional Fund Advisors first reported a position in MCO in Q2 2013 and has held it in 53 quarters since. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- Dimensional Fund Advisors held 1,070,784 shares of Moody's worth $485M as of Q2 2026.
- Dimensional Fund Advisors bought 187,811 Moody's shares in Q2 2026, an estimated $84.3M.
- Moody's made up 0.09% of Dimensional Fund Advisors's portfolio in Q2 2026, its #203 holding.
- Dimensional Fund Advisors first reported a position in Moody's in Q2 2013 and has held it in 53 quarters since.
- 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.