SEC 13F Intelligence

Citadel Investment Advisory, Inc. / MCO

Citadel Investment Advisory, Inc.’s Moodys Corp Position

Does Citadel Investment Advisory, Inc. own Moodys Corp (MCO)? Yes — 7.4K shares worth $3M (+1.55% of its 13F portfolio) as of Q1 2026, down from 7.7K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
7.4K
% of Portfolio
+1.55%
Quarters Held
22
currently held

Position History MCO

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $3MQ3 ’21: $3MQ3 ’21Q4 ’21: $3MQ1 ’22: $3MQ2 ’22: $2MQ2 ’22Q3 ’22: $2MQ4 ’22: $2MQ1 ’23: $2MQ1 ’23Q2 ’23: $3MQ3 ’23: $2MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $4MQ3 ’24Q4 ’24: $4MQ1 ’25: $4MQ2 ’25: $4MQ2 ’25Q3 ’25: $4MQ4 ’25: $4MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.4K$3M+1.55%
Q4 20257.7K$4M+1.70%
Q3 20257.7K$4M+1.68%
Q2 20257.7K$4M+1.87%
Q1 20258.0K$4M+1.82%
Q4 20248.0K$4M+1.96%
Q3 20247.9K$4M+1.96%
Q2 20247.9K$3M+1.88%
Q1 20247.9K$3M+1.74%
Q4 20237.9K$3M+1.88%
Q3 20237.9K$2M+1.63%
Q2 20237.9K$3M+1.77%
Q1 20237.9K$2M+1.64%
Q4 20227.9K$2M+1.50%
Q3 20227.9K$2M+1.46%
Q2 20227.9K$2M+1.46%
Q1 20227.9K$3M+1.55%
Q4 20218.1K$3M+1.84%
Q3 20218.1K$3M+1.79%
Q2 20218.1K$3M+1.82%
Q1 20218.1K$2M+1.59%
Q4 20208.2K$2M+1.70%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Citadel Investment Advisory, Inc.’s full portfolio or all institutional holders of MCO.