Raymond James Financial
MCO icon

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
Q2 		$36.2M Sell
79,982
-49,307
-38% -$22.1M 0.01% 1131
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 $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Raymond James Financial's MCO Position: Q2 2026 in Review

Raymond James Financial reduced its Moody's (MCO) stake by 38% in Q2 2026, selling an estimated $22.1M and leaving 79,982 shares worth $36.2M. The position accounts for 0.01% of the portfolio, ranked #1131.

Raymond James Financial first reported a position in MCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $150M in Q4 2024. 1,415 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Raymond James Financial held 79,982 shares of Moody's worth $36.2M as of Q2 2026.
  • Raymond James Financial sold 49,307 Moody's shares in Q2 2026, an estimated $22.1M.
  • Moody's made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1131 holding.
  • Raymond James Financial first reported a position in Moody's in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Moody's position peaked at $150M in Q4 2024.
  • 1,415 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.