Empirical Finance’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
Q1 | $2.33M | Sell |
5,336
-9
| -0.2% | -$4.26K | 0.11% | 168 |
|
|
2025
Q4 | $2.73M | Sell |
5,345
-231
| -4% | -$113K | 0.13% | 133 |
|
|
2025
Q3 | $2.66M | Buy |
5,576
+54
| +1% | +$27.2K | 0.13% | 148 |
|
|
2025
Q2 | $2.77M | Buy |
5,522
+33
| +0.6% | +$15.3K | 0.15% | 139 |
|
|
2025
Q1 | $2.56M | Buy |
5,489
+95
| +2% | +$45.8K | 0.15% | 126 |
|
|
2024
Q4 | $2.55M | Sell |
5,394
-62
| -1% | -$29.6K | 0.15% | 123 |
|
|
2024
Q3 | $2.59M | Buy |
5,456
+119
| +2% | +$55.2K | 0.15% | 128 |
|
|
2024
Q2 | $2.25M | Sell |
5,337
-398
| -7% | -$158K | 0.14% | 130 |
|
|
2024
Q1 | $2.25M | Buy |
5,735
+191
| +3% | +$73.6K | 0.14% | 146 |
|
|
2023
Q4 | $2.17M | Buy |
5,544
+27
| +0.5% | +$9.38K | 0.15% | 129 |
|
|
2023
Q3 | $1.74M | Buy |
5,517
+503
| +10% | +$171K | 0.13% | 145 |
|
|
2023
Q2 | $1.74M | Buy |
5,014
+577
| +13% | +$183K | 0.14% | 141 |
|
|
2023
Q1 | $1.36M | Buy |
4,437
+179
| +4% | +$54.1K | 0.13% | 153 |
|
|
2022
Q4 | $1.19M | Buy |
4,258
+330
| +8% | +$90.3K | 0.12% | 162 |
|
|
2022
Q3 | $955K | Buy |
3,928
+633
| +19% | +$184K | 0.11% | 171 |
|
|
2022
Q2 | $896K | Buy |
3,295
+178
| +6% | +$53.3K | 0.11% | 168 |
|
|
2022
Q1 | $1.05M | Buy |
3,117
+341
| +12% | +$115K | 0.12% | 158 |
|
|
2021
Q4 | $1.08M | Buy |
2,776
+741
| +36% | +$286K | 0.13% | 142 |
|
|
2021
Q3 | $723K | Buy |
2,035
+115
| +6% | +$43.3K | 0.11% | 190 |
|
|
2021
Q2 | $696K | Buy |
1,920
+270
| +16% | +$89.9K | 0.11% | 206 |
|
|
2021
Q1 | $479K | Hold |
1,650
| – | – | 0.08% | 200 |
|
|
2020
Q4 | $479K | Buy |
1,650
+289
| +21% | +$80.8K | 0.08% | 200 |
|
|
2020
Q3 | $394K | Buy |
1,361
+277
| +26% | +$79.1K | 0.08% | 199 |
|
|
2020
Q2 | $298K | Buy |
1,084
+134
| +14% | +$34K | 0.08% | 201 |
|
|
2020
Q1 | $201K | Buy |
+950
| New | +$231K | 0.06% | 205 |
|
|
2018
Q4 | – | Sell |
-1,652
| Closed | -$276K | – | 160 |
|
|
2018
Q3 | $276K | Buy |
1,652
+38
| +2% | +$6.68K | 0.07% | 128 |
|
|
2018
Q2 | $275K | Buy |
+1,614
| New | +$273K | 0.07% | 112 |
|
|
2017
Q4 | – | Sell |
-1,505
| Closed | -$210K | – | 133 |
|
|
2017
Q3 | $210K | Buy |
+1,505
| New | +$198K | 0.07% | 134 |
|
|
2017
Q1 | – | Sell |
-94
| Closed | -$9K | – | 372 |
|
|
2016
Q4 | $9K | Buy |
+94
| New | +$9.49K | 0.01% | 403 |
|
Other funds holding MCO
VCM
VPM
PAM
Empirical Finance's MCO Position: Q1 2026 in Review
Empirical Finance reduced its Moody's (MCO) stake by 0.17% in Q1 2026, selling an estimated $4.26K and leaving 5,336 shares worth $2.33M. The position accounts for 0.11% of the portfolio, ranked #168.
Empirical Finance first reported a position in MCO in Q4 2016 and has held it in 29 quarters since. The position peaked at $2.77M in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.
- Empirical Finance held 5,336 shares of Moody's worth $2.33M as of Q1 2026.
- Empirical Finance sold 9 Moody's shares in Q1 2026, an estimated $4.26K.
- Moody's made up 0.11% of Empirical Finance's portfolio in Q1 2026, its #168 holding.
- Empirical Finance first reported a position in Moody's in Q4 2016 and has held it in 29 quarters since.
- Empirical Finance's Moody's position peaked at $2.77M in Q2 2025.
- 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.
Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.