Rational Advisors’s Moody's MCO Stock Holding History

Rational Advisors’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 Q2	$28.5K	Buy	63 +5	+9%	+$2.25K	﹤0.01%	158
2026 Q1	$25.3K	Hold	58	–	–	﹤0.01%	143
2025 Q4	$29.6K	Buy	58 +7	+14%	+$3.42K	﹤0.01%	144
2025 Q3	$24.3K	Sell	51 -21	-29%	-$10.6K	﹤0.01%	157
2025 Q2	$36.1K	Buy	+72	New	+$33.4K	﹤0.01%	142
2020 Q4	–	Sell	-236	Closed	-$68K	–	450
2020 Q3	$68K	Buy	236 +183	+345%	+$52.2K	0.03%	175
2020 Q2	$15K	Sell	53 -626	-92%	-$159K	0.01%	317
2020 Q1	$144K	Sell	679 -4,900	-88%	-$1.19M	0.11%	130
2019 Q4	$1.32M	Buy	5,579 +2,860	+105%	+$636K	0.62%	47
2019 Q3	$557K	Sell	2,719 -12,247	-82%	-$2.57M	0.22%	127
2019 Q2	$2.92M	Buy	14,966 +11,727	+362%	+$2.23M	1.04%	12
2019 Q1	$587K	Buy	3,239 +1,229	+61%	+$202K	0.16%	136
2018 Q4	$282K	Buy	2,010 +1,807	+890%	+$273K	0.09%	152
2018 Q3	$34K	Sell	203 -11,492	-98%	-$2.02M	0.01%	318
2018 Q2	$2M	Buy	11,695 +3,569	+44%	+$604K	0.94%	28
2018 Q1	$1.31M	Sell	8,126 -1,600	-16%	-$259K	0.62%	52
2017 Q4	$1.44M	Buy	+9,726	New	+$1.43M	0.74%	36
2015 Q3	$9K	Hold	90	–	–	﹤0.01%	343
2015 Q2	$10K	Hold	90	–	–	﹤0.01%	352
2015 Q1	$9K	Sell	90 -60	-40%	-$5.8K	﹤0.01%	363
2014 Q4	$14K	Buy	+150	New	+$14.5K	﹤0.01%	390
2013 Q4	$18K	Sell	225 -15	-6%	-$1.1K	﹤0.01%	747
2013 Q3	$17K	Hold	240	–	–	﹤0.01%	774
2013 Q2	$15K	Buy	+240	New	+$14.6K	﹤0.01%	781

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Rational Advisors's MCO Position: Q2 2026 in Review

Rational Advisors increased its Moody's (MCO) stake by 8.6% in Q2 2026, buying an estimated $2.25K and bringing the position to 63 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #158.

Rational Advisors first reported a position in MCO in Q2 2013 and has held it in 24 quarters since. The position peaked at $2.92M in Q2 2019. 1,406 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Rational Advisors held 63 shares of Moody's worth $28.5K as of Q2 2026.
Rational Advisors bought 5 Moody's shares in Q2 2026, an estimated $2.25K.
Moody's made up ﹤0.01% of Rational Advisors's portfolio in Q2 2026, its #158 holding.
Rational Advisors first reported a position in Moody's in Q2 2013 and has held it in 24 quarters since.
Rational Advisors's Moody's position peaked at $2.92M in Q2 2019.
1,406 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.