Ray Dalio
MCO icon

Ray Dalio’s Moody's MCO Stock Holding History

Ray Dalio’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
2025
Q2 		– Sell
-8,808
Closed -$4.1M – 683
2025
Q1 		$4.1M Sell
8,808
-4,577
-34% -$2.21M 0.02% 389
2024
Q4 		$6.34M Buy
+13,385
New +$6.39M 0.03% 313
2024
Q3 		– Sell
-8,878
Closed -$3.74M – 864
2024
Q2 		$3.74M Sell
8,878
-9,378
-51% -$3.73M 0.02% 411
2024
Q1 		$7.18M Buy
+18,256
New +$7.04M 0.04% 318
2022
Q3 		– Sell
-6,025
Closed -$1.64M – 962
2022
Q2 		$1.64M Buy
6,025
+4,980
+477% +$1.49M 0.01% 716
2022
Q1 		$353K Buy
+1,045
New +$351K ﹤0.01% 926
2021
Q4 		– Sell
-3,318
Closed -$1.18M – 778
2021
Q3 		$1.18M Buy
+3,318
New +$1.25M 0.01% 494
2019
Q3 		– Sell
-3,177
Closed -$620K – 367
2019
Q2 		$620K Buy
+3,177
New +$603K ﹤0.01% 249
2019
Q1 		– Sell
-39,299
Closed -$5.5M – 429
2018
Q4 		$5.5M Buy
39,299
+31,133
+381% +$4.7M 0.05% 152
2018
Q3 		$1.36M Buy
8,166
+5,361
+191% +$943K 0.01% 206
2018
Q2 		$478K Sell
2,805
-1,427
-34% -$242K ﹤0.01% 370
2018
Q1 		$683K Buy
4,232
+1,447
+52% +$234K 0.01% 354
2017
Q4 		$411K Sell
2,785
-4,864
-64% -$713K ﹤0.01% 229
2017
Q3 		$1.06M Sell
7,649
-4,562
-37% -$600K 0.01% 216
2017
Q2 		$1.49M Buy
12,211
+3,113
+34% +$364K 0.01% 190
2017
Q1 		$1.02M Sell
9,098
-166,802
-95% -$17.9M 0.01% 194
2016
Q4 		$16.6M Buy
+175,900
New +$17.8M 0.16% 35
2014
Q1 		– Sell
-54,300
Closed -$4.26M – 371
2013
Q4 		$4.26M Buy
54,300
+25,300
+87% +$1.85M 0.03% 126
2013
Q3 		$2.04M Sell
29,000
-10,700
-27% -$702K 0.02% 160
2013
Q2 		$2.42M Buy
+39,700
New +$2.41M 0.02% 144

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ray Dalio's MCO Position: Q2 2025 in Review

Ray Dalio sold out of Moody's (MCO) in Q2 2025, closing a stake of 8,808 shares — an estimated $4.1M sold.

Ray Dalio first reported a position in MCO in Q2 2013 and held it in 20 quarters. The position peaked at $16.6M in Q4 2016. 1,347 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

  • Ray Dalio reported no remaining Moody's position as of Q2 2025 after selling out during the quarter.
  • Ray Dalio sold 8,808 Moody's shares in Q2 2025, an estimated $4.1M.
  • Ray Dalio first reported a position in Moody's in Q2 2013 and held it in 20 quarters.
  • Ray Dalio's Moody's position peaked at $16.6M in Q4 2016.
  • 1,347 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on Bridgewater Associates's 13F filing for Q2 2025, filed 13 Aug 2025.