O'Shaughnessy Asset Management’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 | $23.7M | Buy |
52,244
+2,018
| +4% | +$906K | 0.11% | 195 |
|
|
2026
Q1 | $21.9M | Buy |
50,226
+2,760
| +6% | +$1.31M | 0.11% | 202 |
|
|
2025
Q4 | $24.2M | Buy |
47,466
+3,913
| +9% | +$1.91M | 0.13% | 165 |
|
|
2025
Q3 | $20.8M | Buy |
43,553
+10,636
| +32% | +$5.36M | 0.12% | 186 |
|
|
2025
Q2 | $16.5M | Buy |
32,917
+5,379
| +20% | +$2.49M | 0.11% | 210 |
|
|
2025
Q1 | $12.8M | Buy |
27,538
+1,306
| +5% | +$629K | 0.1% | 227 |
|
|
2024
Q4 | $12.4M | Buy |
26,232
+1,127
| +4% | +$538K | 0.11% | 198 |
|
|
2024
Q3 | $12M | Buy |
25,105
+2,285
| +10% | +$1.06M | 0.11% | 212 |
|
|
2024
Q2 | $9.61M | Buy |
22,820
+3,096
| +16% | +$1.23M | 0.1% | 231 |
|
|
2024
Q1 | $7.75M | Buy |
19,724
+2,237
| +13% | +$863K | 0.09% | 264 |
|
|
2023
Q4 | $6.83M | Sell |
17,487
-1,491
| -8% | -$518K | 0.09% | 254 |
|
|
2023
Q3 | $6M | Buy |
18,978
+1,560
| +9% | +$531K | 0.09% | 248 |
|
|
2023
Q2 | $6.06M | Buy |
17,418
+342
| +2% | +$108K | 0.09% | 241 |
|
|
2023
Q1 | $5.23M | Buy |
17,076
+4,105
| +32% | +$1.24M | 0.08% | 262 |
|
|
2022
Q4 | $3.61M | Buy |
12,971
+241
| +2% | +$65.9K | 0.06% | 316 |
|
|
2022
Q3 | $3.1M | Buy |
12,730
+3,506
| +38% | +$1.02M | 0.06% | 309 |
|
|
2022
Q2 | $2.51M | Buy |
9,224
+1,565
| +20% | +$468K | 0.05% | 340 |
|
|
2022
Q1 | $2.58M | Buy |
7,659
+1,882
| +33% | +$633K | 0.04% | 348 |
|
|
2021
Q4 | $2.26M | Buy |
5,777
+1,313
| +29% | +$506K | 0.04% | 352 |
|
|
2021
Q3 | $1.59M | Buy |
4,464
+1,292
| +41% | +$487K | 0.03% | 362 |
|
|
2021
Q2 | $1.15M | Buy |
3,172
+1,349
| +74% | +$449K | 0.02% | 443 |
|
|
2021
Q1 | $544K | Buy |
1,823
+108
| +6% | +$30.4K | 0.01% | 579 |
|
|
2020
Q4 | $498K | Buy |
1,715
+69
| +4% | +$19.3K | 0.01% | 517 |
|
|
2020
Q3 | $477K | Buy |
1,646
+289
| +21% | +$82.5K | 0.01% | 458 |
|
|
2020
Q2 | $373K | Buy |
1,357
+1,333
| +5,554% | +$339K | 0.01% | 473 |
|
|
2020
Q1 | $5K | Sell |
24
-367
| -94% | -$89.2K | ﹤0.01% | 1078 |
|
|
2019
Q4 | $93K | Buy |
+391
| New | +$86.9K | ﹤0.01% | 819 |
|
|
2016
Q2 | – | Sell |
-57
| Closed | -$5K | – | 971 |
|
|
2016
Q1 | $5K | Buy |
+57
| New | +$5.12K | ﹤0.01% | 820 |
|
|
2015
Q4 | – | Sell |
-26,964
| Closed | -$2.65M | – | 964 |
|
|
2015
Q3 | $2.65M | Sell |
26,964
-2,783
| -9% | -$296K | 0.06% | 205 |
|
|
2015
Q2 | $3.21M | Sell |
29,747
-469
| -2% | -$50.5K | 0.07% | 186 |
|
|
2015
Q1 | $3.14M | Buy |
30,216
+10,705
| +55% | +$1.03M | 0.06% | 185 |
|
|
2014
Q4 | $1.87M | Buy |
19,511
+15,929
| +445% | +$1.54M | 0.04% | 252 |
|
|
2014
Q3 | $338K | Buy |
3,582
+2,989
| +504% | +$274K | 0.01% | 457 |
|
|
2014
Q2 | $52K | Sell |
593
-436
| -42% | -$35.9K | ﹤0.01% | 629 |
|
|
2014
Q1 | $82K | Hold |
1,029
| – | – | ﹤0.01% | 604 |
|
|
2013
Q4 | $81K | Sell |
1,029
-32,480
| -97% | -$2.38M | ﹤0.01% | 599 |
|
|
2013
Q3 | $2.36M | Sell |
33,509
-2,614
| -7% | -$172K | 0.06% | 210 |
|
|
2013
Q2 | $2.2M | Buy |
+36,123
| New | +$2.19M | 0.06% | 228 |
|
Other funds holding MCO
O'Shaughnessy Asset Management's MCO Position: Q2 2026 in Review
O'Shaughnessy Asset Management increased its Moody's (MCO) stake by 4% in Q2 2026, buying an estimated $906K and bringing the position to 52,244 shares worth $23.7M. The position accounts for 0.11% of the portfolio, ranked #195.
O'Shaughnessy Asset Management first reported a position in MCO in Q2 2013 and has held it in 38 quarters since. The position peaked at $24.2M in Q4 2025. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- O'Shaughnessy Asset Management held 52,244 shares of Moody's worth $23.7M as of Q2 2026.
- O'Shaughnessy Asset Management bought 2,018 Moody's shares in Q2 2026, an estimated $906K.
- Moody's made up 0.11% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #195 holding.
- O'Shaughnessy Asset Management first reported a position in Moody's in Q2 2013 and has held it in 38 quarters since.
- O'Shaughnessy Asset Management's Moody's position peaked at $24.2M in Q4 2025.
- 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.