Allen Investment Management, LLC / MCO
Allen Investment Management, LLC’s Moodys Corp Position
Does Allen Investment Management, LLC own Moodys Corp (MCO)? Yes — 701.8K shares worth $306M (+3.79% of its 13F portfolio) as of Q1 2026, down from 719.9K shares the prior filed quarter.
Position Value
$306M
Q1 2026
Shares
701.8K
% of Portfolio
+3.79%
Quarters Held
30
currently held
Position History MCO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 701.8K | $306M | +3.79% |
| Q4 2025 | 719.9K | $368M | +4.07% |
| Q3 2025 | 728.9K | $347M | +3.86% |
| Q2 2025 | 827.2K | $415M | +4.52% |
| Q1 2025 | 903.7K | $421M | +4.91% |
| Q4 2024 | 929.0K | $440M | +5.08% |
| Q3 2024 | 981.1K | $466M | +5.53% |
| Q2 2024 | 1.00M | $422M | +5.13% |
| Q1 2024 | 895.0K | $352M | +4.41% |
| Q4 2023 | 640.9K | $250M | +3.34% |
| Q3 2023 | 576.7K | $182M | +2.67% |
| Q2 2023 | 554.0K | $193M | +2.84% |
| Q1 2023 | 494.6K | $151M | +2.54% |
| Q4 2022 | 489.4K | $136M | +2.19% |
| Q3 2022 | 519.8K | $126M | +2.18% |
| Q2 2022 | 522.5K | $142M | +2.30% |
| Q1 2022 | 530.7K | $179M | +2.40% |
| Q4 2021 | 534.9K | $209M | +2.62% |
| Q3 2021 | 535.6K | $190M | +2.60% |
| Q2 2021 | 535.8K | $194M | +2.61% |
| Q1 2021 | 537.5K | $160M | +2.47% |
| Q4 2020 | 538.1K | $156M | +2.65% |
| Q3 2020 | 539.4K | $156M | +2.91% |
| Q2 2020 | 561.2K | $154M | +3.24% |
| Q1 2020 | 583.5K | $123M | +3.70% |
| Q4 2019 | 586.6K | $139M | +3.32% |
| Q3 2019 | 626.4K | $128M | +3.38% |
| Q2 2019 | 626.1K | $122M | +3.49% |
| Q1 2019 | 594.3K | $108M | +3.37% |
| Q4 2018 | 574.7K | $80M | +3.24% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Allen Investment Management, LLC’s full portfolio or all institutional holders of MCO.