Massachusetts Financial Services’s Moody's MCO Stock Holding History

Massachusetts Financial Services’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
2026 Q1	$605M	Buy	1,328,012 +17,407	+1%	+$8.23M	0.2%	118
2025 Q4	$670M	Sell	1,310,605 -163,844	-11%	-$79.9M	0.22%	115
2025 Q3	$703M	Sell	1,474,449 -44,867	-3%	-$22.6M	0.22%	118
2025 Q2	$762M	Sell	1,519,316 -67,356	-4%	-$31.2M	0.24%	113
2025 Q1	$739M	Buy	1,586,672 +140,128	+10%	+$67.5M	0.25%	112
2024 Q4	$685M	Sell	1,446,544 -629,175	-30%	-$300M	0.22%	124
2024 Q3	$985M	Buy	2,075,719 +502,891	+32%	+$233M	0.29%	99
2024 Q2	$662M	Buy	1,572,828 +198,065	+14%	+$78.8M	0.2%	127
2024 Q1	$540M	Buy	1,374,763 +125,038	+10%	+$48.2M	0.16%	148
2023 Q4	$488M	Buy	1,249,725 +122,172	+11%	+$42.5M	0.16%	150
2023 Q3	$356M	Sell	1,127,553 -9,656	-0.8%	-$3.28M	0.12%	162
2023 Q2	$395M	Sell	1,137,209 -1,070,188	-48%	-$339M	0.13%	166
2023 Q1	$676M	Sell	2,207,397 -859,143	-28%	-$260M	0.23%	120
2022 Q4	$854M	Sell	3,066,540 -81,762	-3%	-$22.4M	0.3%	98
2022 Q3	$765M	Buy	3,148,302 +249,312	+9%	+$72.4M	0.29%	95
2022 Q2	$788M	Buy	2,898,990 +556,040	+24%	+$166M	0.27%	101
2022 Q1	$791M	Buy	2,342,950 +443,760	+23%	+$149M	0.23%	106
2021 Q4	$742M	Sell	1,899,190 -22,005	-1%	-$8.49M	0.2%	125
2021 Q3	$682M	Sell	1,921,195 -291,330	-13%	-$110M	0.2%	127
2021 Q2	$802M	Buy	2,212,525 +4,728	+0.2%	+$1.57M	0.23%	115
2021 Q1	$659M	Sell	2,207,797 -15,864	-0.7%	-$4.47M	0.2%	130
2020 Q4	$645M	Buy	2,223,661 +193,245	+10%	+$54M	0.21%	125
2020 Q3	$589M	Sell	2,030,416 -418,934	-17%	-$120M	0.21%	119
2020 Q2	$673M	Sell	2,449,350 -478,258	-16%	-$122M	0.27%	100
2020 Q1	$619M	Sell	2,927,608 -938,404	-24%	-$228M	0.3%	96
2019 Q4	$918M	Sell	3,866,012 -640,661	-14%	-$142M	0.35%	81
2019 Q3	$923M	Sell	4,506,673 -351,725	-7%	-$73.7M	0.37%	81
2019 Q2	$949M	Sell	4,858,398 -371,221	-7%	-$70.5M	0.39%	75
2019 Q1	$947M	Sell	5,229,619 -13,068	-0.2%	-$2.15M	0.4%	74
2018 Q4	$734M	Buy	5,242,687 +306,358	+6%	+$46.2M	0.35%	78
2018 Q3	$825M	Sell	4,936,329 -163,827	-3%	-$28.8M	0.34%	78
2018 Q2	$870M	Sell	5,100,156 -263,795	-5%	-$44.6M	0.37%	78
2018 Q1	$865M	Sell	5,363,951 -62,985	-1%	-$10.2M	0.37%	81
2017 Q4	$801M	Sell	5,426,936 -523,834	-9%	-$76.8M	0.34%	82
2017 Q3	$828M	Sell	5,950,770 -362,819	-6%	-$47.7M	0.36%	78
2017 Q2	$768M	Buy	6,313,589 +2,364	+0%	+$277K	0.34%	85
2017 Q1	$707M	Buy	6,311,225 +260,398	+4%	+$27.9M	0.33%	91
2016 Q4	$570M	Buy	6,050,827 +1,167,404	+24%	+$118M	0.28%	103
2016 Q3	$529M	Buy	4,883,423 +286,336	+6%	+$30.1M	0.26%	106
2016 Q2	$431M	Buy	4,597,087 +2,785,852	+154%	+$269M	0.22%	123
2016 Q1	$175M	Sell	1,811,235 -197,759	-10%	-$17.8M	0.09%	191
2015 Q4	$202M	Sell	2,008,994 -157,321	-7%	-$15.8M	0.11%	175
2015 Q3	$213M	Sell	2,166,315 -42,923	-2%	-$4.57M	0.12%	164
2015 Q2	$239M	Buy	2,209,238 +1,447,545	+190%	+$156M	0.12%	167
2015 Q1	$79.1M	Buy	761,693 +76,919	+11%	+$7.43M	0.04%	281
2014 Q4	$65.6M	Sell	684,774 -1,008,284	-60%	-$97.8M	0.03%	298
2014 Q3	$160M	Sell	1,693,058 -1,164,784	-41%	-$107M	0.08%	197
2014 Q2	$251M	Buy	2,857,842 +319,142	+13%	+$26.3M	0.13%	162
2014 Q1	$201M	Sell	2,538,700 -1,078,942	-30%	-$84.5M	0.11%	174
2013 Q4	$284M	Sell	3,617,642 -1,421,024	-28%	-$104M	0.16%	139
2013 Q3	$354M	Sell	5,038,666 -244,796	-5%	-$16.1M	0.22%	102
2013 Q2	$322M	Buy	+5,283,462	New	+$321M	0.22%	97