Horizon Investments’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 | $4.8M | Buy |
10,997
+4,482
| +69% | +$2.12M | 0.05% | 300 |
|
|
2025
Q4 | $3.33M | Buy |
6,515
+490
| +8% | +$239K | 0.04% | 339 |
|
|
2025
Q3 | $2.87M | Buy |
6,025
+1,555
| +35% | +$784K | 0.04% | 362 |
|
|
2025
Q2 | $2.24M | Buy |
4,470
+1,914
| +75% | +$887K | 0.04% | 362 |
|
|
2025
Q1 | $1.19M | Buy |
2,556
+88
| +4% | +$42.4K | 0.04% | 258 |
|
|
2024
Q4 | $1.17M | Buy |
2,468
+29
| +1% | +$13.8K | 0.03% | 252 |
|
|
2024
Q3 | $1.16M | Sell |
2,439
-72
| -3% | -$33.4K | 0.03% | 243 |
|
|
2024
Q2 | $1.06M | Buy |
2,511
+16
| +0.6% | +$6.37K | 0.03% | 256 |
|
|
2024
Q1 | $981K | Sell |
2,495
-94
| -4% | -$36.2K | 0.03% | 257 |
|
|
2023
Q4 | $1.01M | Buy |
2,589
+1,494
| +136% | +$519K | 0.03% | 229 |
|
|
2023
Q3 | $346K | Sell |
1,095
-49
| -4% | -$16.7K | 0.01% | 378 |
|
|
2023
Q2 | $398K | Buy |
1,144
+135
| +13% | +$42.8K | 0.01% | 357 |
|
|
2023
Q1 | $309K | Sell |
1,009
-626
| -38% | -$189K | 0.01% | 398 |
|
|
2022
Q4 | $456K | Buy |
+1,635
| New | +$447K | 0.01% | 391 |
|
|
2022
Q3 | – | Sell |
-1,336
| Closed | -$363K | – | 510 |
|
|
2022
Q2 | $363K | Sell |
1,336
-34
| -2% | -$10.2K | 0.01% | 338 |
|
|
2022
Q1 | $462K | Buy |
1,370
+209
| +18% | +$70.3K | 0.01% | 364 |
|
|
2021
Q4 | $453K | Buy |
1,161
+20
| +2% | +$7.71K | 0.01% | 346 |
|
|
2021
Q3 | $405K | Sell |
1,141
-4,816
| -81% | -$1.81M | 0.01% | 354 |
|
|
2021
Q2 | $2.16M | Buy |
5,957
+4,155
| +231% | +$1.38M | 0.06% | 142 |
|
|
2021
Q1 | $538K | Buy |
+1,802
| New | +$507K | 0.02% | 283 |
|
|
2020
Q4 | – | Sell |
-1,859
| Closed | -$539K | – | 274 |
|
|
2020
Q3 | $539K | Sell |
1,859
-6,799
| -79% | -$1.94M | 0.02% | 273 |
|
|
2020
Q2 | $2.38M | Buy |
8,658
+6,143
| +244% | +$1.56M | 0.06% | 141 |
|
|
2020
Q1 | $532K | Buy |
2,515
+326
| +15% | +$79.2K | 0.03% | 178 |
|
|
2019
Q4 | $520K | Buy |
2,189
+732
| +50% | +$163K | 0.02% | 285 |
|
|
2019
Q3 | $298K | Sell |
1,457
-1,609
| -52% | -$337K | 0.01% | 248 |
|
|
2019
Q2 | $599K | Buy |
3,066
+1,954
| +176% | +$371K | 0.02% | 220 |
|
|
2019
Q1 | $201K | Buy |
+1,112
| New | +$183K | 0.01% | 424 |
|
|
2018
Q1 | – | Sell |
-7,770
| Closed | -$1.15M | – | 222 |
|
|
2017
Q4 | $1.15M | Buy |
+7,770
| New | +$1.14M | 0.07% | 93 |
|
Other funds holding MCO
VCM
VPM
PAM
Horizon Investments's MCO Position: Q1 2026 in Review
Horizon Investments increased its Moody's (MCO) stake by 69% in Q1 2026, buying an estimated $2.12M and bringing the position to 10,997 shares worth $4.8M. The position accounts for 0.05% of the portfolio, ranked #300.
Horizon Investments first reported a position in MCO in Q4 2017 and has held it in 28 quarters since. 1,378 funds tracked by Wall St. Rank hold MCO as of Q1 2026.
- Horizon Investments held 10,997 shares of Moody's worth $4.8M as of Q1 2026.
- Horizon Investments bought 4,482 Moody's shares in Q1 2026, an estimated $2.12M.
- Moody's made up 0.05% of Horizon Investments's portfolio in Q1 2026, its #300 holding.
- Horizon Investments first reported a position in Moody's in Q4 2017 and has held it in 28 quarters since.
- 1,378 funds tracked by Wall St. Rank held Moody's as of Q1 2026.
Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.