Rafferty 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
Q1 | $16.3M | Sell |
37,298
-9,507
| -20% | -$4.5M | 0.07% | 164 |
|
|
2025
Q4 | $23.9M | Sell |
46,805
-4,539
| -9% | -$2.21M | 0.08% | 134 |
|
|
2025
Q3 | $24.5M | Sell |
51,344
-103
| -0.2% | -$51.9K | 0.08% | 135 |
|
|
2025
Q2 | $25.8M | Buy |
51,447
+696
| +1% | +$322K | 0.09% | 121 |
|
|
2025
Q1 | $23.6M | Sell |
50,751
-4,224
| -8% | -$2.04M | 0.1% | 120 |
|
|
2024
Q4 | $26M | Buy |
54,975
+1,881
| +4% | +$898K | 0.09% | 130 |
|
|
2024
Q3 | $25.2M | Sell |
53,094
-2,136
| -4% | -$990K | 0.09% | 123 |
|
|
2024
Q2 | $23.2M | Sell |
55,230
-125
| -0.2% | -$49.7K | 0.09% | 122 |
|
|
2024
Q1 | $21.8M | Sell |
55,355
-1,447
| -3% | -$558K | 0.08% | 132 |
|
|
2023
Q4 | $22.2M | Buy |
56,802
+2,699
| +5% | +$938K | 0.09% | 130 |
|
|
2023
Q3 | $17.1M | Buy |
54,103
+3,465
| +7% | +$1.18M | 0.1% | 132 |
|
|
2023
Q2 | $17.6M | Sell |
50,638
-2,478
| -5% | -$786K | 0.1% | 124 |
|
|
2023
Q1 | $16.3M | Sell |
53,116
-7,546
| -12% | -$2.28M | 0.11% | 124 |
|
|
2022
Q4 | $16.9M | Buy |
60,662
+6,435
| +12% | +$1.76M | 0.14% | 116 |
|
|
2022
Q3 | $13.2M | Buy |
54,227
+3,427
| +7% | +$996K | 0.14% | 113 |
|
|
2022
Q2 | $13.8M | Sell |
50,800
-30,942
| -38% | -$9.26M | 0.13% | 94 |
|
|
2022
Q1 | $27.6M | Sell |
81,742
-3,959
| -5% | -$1.33M | 0.16% | 82 |
|
|
2021
Q4 | $33.5M | Buy |
85,701
+7,700
| +10% | +$2.97M | 0.18% | 76 |
|
|
2021
Q3 | $27.7M | Sell |
78,001
-14,333
| -16% | -$5.4M | 0.19% | 76 |
|
|
2021
Q2 | $33.5M | Buy |
92,334
+10,066
| +12% | +$3.35M | 0.21% | 73 |
|
|
2021
Q1 | $24.6M | Buy |
82,268
+14,395
| +21% | +$4.05M | 0.17% | 81 |
|
|
2020
Q4 | $19.7M | Buy |
67,873
+11,605
| +21% | +$3.25M | 0.19% | 80 |
|
|
2020
Q3 | $16.3M | Buy |
56,268
+21,826
| +63% | +$6.23M | 0.2% | 76 |
|
|
2020
Q2 | $9.46M | Buy |
34,442
+28,640
| +494% | +$7.28M | 0.13% | 101 |
|
|
2020
Q1 | $1.23M | Sell |
5,802
-21,180
| -78% | -$5.15M | 0.05% | 221 |
|
|
2019
Q4 | $6.41M | Buy |
26,982
+2,132
| +9% | +$474K | 0.1% | 113 |
|
|
2019
Q3 | $5.09M | Sell |
24,850
-4,008
| -14% | -$840K | 0.08% | 150 |
|
|
2019
Q2 | $5.64M | Sell |
28,858
-4,849
| -14% | -$920K | 0.1% | 134 |
|
|
2019
Q1 | $6.1M | Buy |
33,707
+4,739
| +16% | +$779K | 0.1% | 109 |
|
|
2018
Q4 | $4.06M | Sell |
28,968
-14,876
| -34% | -$2.24M | 0.09% | 103 |
|
|
2018
Q3 | $7.33M | Buy |
43,844
+143
| +0.3% | +$25.1K | 0.11% | 89 |
|
|
2018
Q2 | $7.45M | Buy |
43,701
+1,257
| +3% | +$213K | 0.11% | 96 |
|
|
2018
Q1 | $6.85M | Buy |
42,444
+6,119
| +17% | +$991K | 0.1% | 104 |
|
|
2017
Q4 | $5.36M | Buy |
36,325
+8,540
| +31% | +$1.25M | 0.09% | 117 |
|
|
2017
Q3 | $3.87M | Buy |
27,785
+3,116
| +13% | +$410K | 0.09% | 125 |
|
|
2017
Q2 | $3M | Sell |
24,669
-49,469
| -67% | -$5.79M | 0.09% | 146 |
|
|
2017
Q1 | $8.31M | Buy |
74,138
+65,613
| +770% | +$7.04M | 0.18% | 56 |
|
|
2016
Q4 | $804K | Sell |
8,525
-2,367
| -22% | -$239K | 0.04% | 241 |
|
|
2016
Q3 | $1.18M | Sell |
10,892
-7,376
| -40% | -$776K | 0.04% | 167 |
|
|
2016
Q2 | $1.71M | Sell |
18,268
-5,153
| -22% | -$498K | 0.12% | 169 |
|
|
2016
Q1 | $2.26M | Buy |
23,421
+7,702
| +49% | +$692K | 0.12% | 115 |
|
|
2015
Q4 | $1.59M | Sell |
15,719
-1,188
| -7% | -$119K | 0.19% | 141 |
|
|
2015
Q3 | $1.66M | Buy |
16,907
+8,624
| +104% | +$918K | 0.13% | 152 |
|
|
2015
Q2 | $894K | Sell |
8,283
-2,524
| -23% | -$272K | 0.06% | 246 |
|
|
2015
Q1 | $1.12M | Buy |
10,807
+5,203
| +93% | +$503K | 0.08% | 209 |
|
|
2014
Q4 | $537K | Sell |
5,604
-1,158
| -17% | -$112K | 0.12% | 180 |
|
|
2014
Q3 | $639K | Sell |
6,762
-2,467
| -27% | -$226K | 0.07% | 112 |
|
|
2014
Q2 | $809K | Buy |
+9,229
| New | +$760K | 0.16% | 104 |
|
|
2014
Q1 | – | Sell |
-3,831
| Closed | -$301K | – | 288 |
|
|
2013
Q4 | $301K | Sell |
3,831
-1,627
| -30% | -$119K | 0.07% | 172 |
|
|
2013
Q3 | $384K | Sell |
5,458
-2,655
| -33% | -$174K | 0.07% | 93 |
|
|
2013
Q2 | $494K | Buy |
+8,113
| New | +$492K | 0.07% | 133 |
|
Other funds holding MCO
VCM
VPM
PAM
Rafferty Asset Management's MCO Position: Q1 2026 in Review
Rafferty Asset Management reduced its Moody's (MCO) stake by 20% in Q1 2026, selling an estimated $4.5M and leaving 37,298 shares worth $16.3M. The position accounts for 0.07% of the portfolio, ranked #164.
Rafferty Asset Management first reported a position in MCO in Q2 2013 and has held it in 51 quarters since. The position peaked at $33.5M in Q4 2021. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.
- Rafferty Asset Management held 37,298 shares of Moody's worth $16.3M as of Q1 2026.
- Rafferty Asset Management sold 9,507 Moody's shares in Q1 2026, an estimated $4.5M.
- Moody's made up 0.07% of Rafferty Asset Management's portfolio in Q1 2026, its #164 holding.
- Rafferty Asset Management first reported a position in Moody's in Q2 2013 and has held it in 51 quarters since.
- Rafferty Asset Management's Moody's position peaked at $33.5M in Q4 2021.
- 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.
Based on Rafferty Asset Management's 13F filing for Q1 2026, filed 15 May 2026.