Raymond James Financial
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Raymond James Financial’s Moody's MCO Stock Holding History

Raymond James Financial’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 		$56.2M Sell
129,289
-80,574
-38% -$38.1M 0.02% 791
2025
Q4 		$108M Sell
209,863
-12,232
-6% -$5.97M 0.03% 474
2025
Q3 		$106M Sell
222,095
-21,312
-9% -$10.7M 0.03% 486
2025
Q2 		$122M Buy
243,407
+914
+0.4% +$423K 0.04% 399
2025
Q1 		$113M Sell
242,493
-75,178
-24% -$36.2M 0.04% 387
2024
Q4 		$150M Buy
+317,671
New +$152M 0.06% 312

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Raymond James Financial's MCO Position: Q1 2026 in Review

Raymond James Financial reduced its Moody's (MCO) stake by 38% in Q1 2026, selling an estimated $38.1M and leaving 129,289 shares worth $56.2M. The position accounts for 0.02% of the portfolio, ranked #791.

Raymond James Financial first reported a position in MCO in Q4 2024 and has held it in 6 quarters since. The position peaked at $150M in Q4 2024. 1,378 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Raymond James Financial held 129,289 shares of Moody's worth $56.2M as of Q1 2026.
  • Raymond James Financial sold 80,574 Moody's shares in Q1 2026, an estimated $38.1M.
  • Moody's made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #791 holding.
  • Raymond James Financial first reported a position in Moody's in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Moody's position peaked at $150M in Q4 2024.
  • 1,378 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.