Allen Investment Management, LLC

Position in MCO — Moodys Corp /De/

CIK 1326234 NEW YORK, NY

Back to MCO Full portfolio

Position in MCO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$246,778,897

-$59,387,024 QoQ

Shares Held

544,862

-22.4% QoQ

Ownership

0.315%

of shares outstanding

% of Portfolio

3.53%

of 13F equity value

Holder Rank

#44

of 1,408 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in MCO Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

Allen Investment Management, LLC holds $270,764,085 across 3 Financial Data & Stock Exchanges names. MCO ranks #1 (91.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/ This page	544,862	$246,778,897
2	COIN	Coinbase Global, Inc.	138,439	$20,238,397
3	SPGI	S&P Global Inc.	9,724	$3,746,791

All Filings in MCO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$246,778,897	544,862	-22.4%	Shares	Defined	2026-08-05
2026-03-31	$306,165,921	701,813	-2.5%	Shares	Defined	2026-05-07
2025-12-31	$367,771,132	719,920	-1.2%	Shares	Defined	2026-02-10
2025-09-30	$347,288,165	728,862	-11.9%	Shares	Defined	2025-11-06
2025-06-30	$414,923,775	827,217	-8.5%	Shares	Defined	2025-08-07
2025-03-31	$420,844,984	903,702	-2.7%	Shares	Defined	2025-05-07
2024-12-31	$439,768,303	929,016	-5.3%	Shares	Defined	2025-02-10
2024-09-30	$465,597,943	981,053	-2.3%	Shares	Defined	2024-11-07
2024-06-30	$422,479,864	1,003,682	+12.1%	Shares	Defined	2024-08-08
2024-03-31	$351,781,501	895,050	+39.7%	Shares	Defined	2024-05-07
2023-12-31	$250,298,968	640,872	+11.1%	Shares	Defined	2024-02-14
2023-09-30	$182,323,856	576,664	+4.1%	Shares	Defined	2023-11-13
2023-06-30	$192,640,704	554,011	+12.0%	Shares	Defined	2023-08-07
2023-03-31	$151,366,060	494,628	+1.1%	Shares	Defined	2023-05-09
2022-12-31	$136,346,876	489,365	-5.9%	Shares	Defined	2023-02-13
2022-09-30	$126,376,600	519,833	-0.5%	Shares	Defined	2022-11-07
2022-06-30	$142,099,973	522,484	-1.5%	Shares	Defined	2022-08-08
2022-03-31	$179,053,364	530,670	-0.8%	Shares	Defined	2022-05-05
2021-12-31	$208,932,178	534,928	-0.1%	Shares	Defined	2022-02-10
2021-09-30	$190,211,120	535,640	-0.0%	Shares	Defined	2021-11-05
2021-06-30	$194,141,539	535,755	-0.3%	Shares	Defined	2021-08-11
2021-03-31	$160,498,395	537,485	-0.1%	Shares	Defined	2021-05-17
2020-12-31	$156,183,368	538,118	-0.2%	Shares	Defined	2021-02-03
2020-09-30	$156,353,495	539,429	-3.9%	Shares	Defined	2020-11-03
2020-06-30	$154,170,234	561,170	-3.8%	Shares	Defined	2020-08-10
2020-03-31	$123,405,174	583,476	—	Shares	Defined	2020-05-07
No filing history on record for this holder in this stock.