Rice Hall James & Associates’s Moody's MCO Stock Holding History

Rice Hall James & Associates’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	$310K	Sell	685 -4	-0.6%	-$1.8K	0.02%	230
2026 Q1	$301K	Hold	689	–	–	0.02%	236
2025 Q4	$352K	Hold	689	–	–	0.02%	230
2025 Q3	$328K	Sell	689 -2	-0.3%	-$1.01K	0.02%	237
2025 Q2	$347K	Buy	691 +78	+13%	+$36.1K	0.02%	235
2025 Q1	$285K	Buy	613 +55	+10%	+$26.5K	0.02%	242
2024 Q4	$264K	Hold	558	–	–	0.01%	247
2024 Q3	$265K	Sell	558 -315	-36%	-$146K	0.01%	247
2024 Q2	$367K	Sell	873 -4	-0.5%	-$1.59K	0.02%	245
2024 Q1	$345K	Sell	877 -51	-5%	-$19.7K	0.02%	246
2023 Q4	$362K	Hold	928	–	–	0.02%	249
2023 Q3	$293K	Hold	928	–	–	0.02%	253
2023 Q2	$323K	Sell	928 -43	-4%	-$13.6K	0.02%	250
2023 Q1	$297K	Sell	971 -289	-23%	-$87.3K	0.02%	256
2022 Q4	$351K	Sell	1,260 -580	-32%	-$159K	0.02%	254
2022 Q3	$447K	Sell	1,840 -50	-3%	-$14.5K	0.03%	248
2022 Q2	$514K	Sell	1,890 -20	-1%	-$5.98K	0.02%	245
2022 Q1	$644K	Sell	1,910 -386	-17%	-$130K	0.03%	248
2021 Q4	$897K	Sell	2,296 -70	-3%	-$27K	0.03%	248
2021 Q3	$840K	Hold	2,366	–	–	0.03%	251
2021 Q2	$857K	Hold	2,366	–	–	0.03%	253
2021 Q1	$707K	Sell	2,366 -207	-8%	-$58.3K	0.02%	252
2020 Q4	$747K	Sell	2,573 -75	-3%	-$21K	0.03%	251
2020 Q3	$768K	Hold	2,648	–	–	0.03%	235
2020 Q2	$727K	Sell	2,648 -241	-8%	-$61.2K	0.03%	227
2020 Q1	$611K	Sell	2,889 -402	-12%	-$97.7K	0.03%	230
2019 Q4	$781K	Hold	3,291	–	–	0.03%	240
2019 Q3	$674K	Sell	3,291 -20	-0.6%	-$4.19K	0.02%	241
2019 Q2	$647K	Hold	3,311	–	–	0.02%	252
2019 Q1	$600K	Sell	3,311 -25	-0.7%	-$4.11K	0.02%	265
2018 Q4	$467K	Buy	3,336 +317	+11%	+$47.8K	0.02%	269
2018 Q3	$505K	Hold	3,019	–	–	0.02%	273
2018 Q2	$515K	Sell	3,019 -110	-4%	-$18.6K	0.02%	267
2018 Q1	$505K	Sell	3,129 -350	-10%	-$56.7K	0.02%	264
2017 Q4	$514K	Hold	3,479	–	–	0.02%	275
2017 Q3	$484K	Hold	3,479	–	–	0.02%	264
2017 Q2	$423K	Sell	3,479 -400	-10%	-$46.8K	0.02%	264
2017 Q1	$435K	Sell	3,879 -50	-1%	-$5.36K	0.02%	269
2016 Q4	$370K	Hold	3,929	–	–	0.02%	274
2016 Q3	$425K	Hold	3,929	–	–	0.02%	262
2016 Q2	$368K	Hold	3,929	–	–	0.02%	268
2016 Q1	$379K	Hold	3,929	–	–	0.02%	264
2015 Q4	$394K	Hold	3,929	–	–	0.02%	265
2015 Q3	$386K	Hold	3,929	–	–	0.03%	271
2015 Q2	$424K	Sell	3,929 -75	-2%	-$8.07K	0.02%	274
2015 Q1	$416K	Sell	4,004 -100	-2%	-$9.66K	0.02%	284
2014 Q4	$393K	Hold	4,104	–	–	0.02%	278
2014 Q3	$388K	Sell	4,104 -71	-2%	-$6.5K	0.03%	271
2014 Q2	$366K	Sell	4,175 -443	-10%	-$36.5K	0.02%	276
2014 Q1	$366K	Hold	4,618	–	–	0.03%	277
2013 Q4	$362K	Sell	4,618 -60	-1%	-$4.39K	0.03%	274
2013 Q3	$329K	Hold	4,678	–	–	0.03%	252
2013 Q2	$285K	Buy	+4,678	New	+$284K	0.03%	256

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

Rice Hall James & Associates's MCO Position: Q2 2026 in Review

Rice Hall James & Associates reduced its Moody's (MCO) stake by 0.58% in Q2 2026, selling an estimated $1.8K and leaving 685 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #230.

Rice Hall James & Associates first reported a position in MCO in Q2 2013 and has held it in 53 quarters since. The position peaked at $897K in Q4 2021. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Rice Hall James & Associates held 685 shares of Moody's worth $310K as of Q2 2026.
Rice Hall James & Associates sold 4 Moody's shares in Q2 2026, an estimated $1.8K.
Moody's made up 0.02% of Rice Hall James & Associates's portfolio in Q2 2026, its #230 holding.
Rice Hall James & Associates first reported a position in Moody's in Q2 2013 and has held it in 53 quarters since.
Rice Hall James & Associates's Moody's position peaked at $897K in Q4 2021.
1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Rice Hall James & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.