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Castle Rock Wealth Management’s Moody's MCO Stock Holding History

Castle Rock Wealth Management’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
Q3 		$701K Hold
1,549
– – 0.13% 140
2026
Q2 		$726K Sell
1,549
-5
-0.3% -$2.25K 0.14% 144
2026
Q1 		$685K Hold
1,554
– – 0.15% 145
2025
Q4 		$738K Buy
1,554
+2
+0.1% +$976 0.16% 129
2025
Q3 		$745K Buy
1,552
+3
+0.2% +$1.51K 0.16% 128
2025
Q2 		$776K Buy
1,549
+2
+0.1% +$926 0.18% 124
2025
Q1 		$723K Hold
1,547
– – 0.2% 124
2024
Q4 		$809K Hold
1,547
– – 0.19% 119
2024
Q3 		$712K Buy
1,547
+2
+0.1% +$927 0.17% 134
2024
Q2 		$651K Hold
1,545
– – 0.16% 134
2024
Q1 		$576K Buy
1,545
+2
+0.1% +$771 0.16% 138
2023
Q4 		$573K Hold
1,543
– – 0.17% 136
2023
Q3 		$489K Hold
1,543
– – 0.16% 141
2023
Q2 		$535K Hold
1,543
– – 0.18% 124
2023
Q1 		$472K Hold
1,543
– – 0.17% 129
2022
Q4 		$491K Sell
1,543
-165
-10% -$45.1K 0.22% 123
2022
Q3 		$411K Hold
1,708
– – 0.21% 124
2022
Q2 		$487K Hold
1,708
– – 0.25% 114
2022
Q1 		$570K Hold
1,708
– – 0.26% 117
2021
Q4 		$584K Hold
1,708
– – 0.24% 123
2021
Q3 		$661K Hold
1,708
– – 0.23% 128
2021
Q2 		$650K Hold
1,708
– – 0.24% 124
2021
Q1 		$555K Hold
1,708
– – 0.22% 145
2020
Q4 		$456K Buy
+1,708
New +$478K 0.19% 158
2020
Q3 		– Sell
-1,708
Closed -$471K – 196
2020
Q2 		$471K Hold
1,708
– – 0.28% 121
2020
Q1 		$434K Hold
1,708
– – 0.37% 71
2019
Q4 		$463K Sell
1,708
-168
-9% -$37.3K 0.42% 91
2019
Q3 		$409K Buy
+1,876
New +$393K 0.42% 88

Other funds holding MCO

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

Castle Rock Wealth Management's MCO Position: Q3 2026 in Review

Castle Rock Wealth Management held its Moody's (MCO) position steady in Q3 2026 at 1,549 shares worth $701K. The position accounts for 0.13% of the portfolio, ranked #140.

Castle Rock Wealth Management first reported a position in MCO in Q3 2019 and has held it in 28 quarters since. The position peaked at $809K in Q4 2024. 56 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Castle Rock Wealth Management held 1,549 shares of Moody's worth $701K as of Q3 2026.
  • Castle Rock Wealth Management left its Moody's share count unchanged in Q3 2026.
  • Moody's made up 0.13% of Castle Rock Wealth Management's portfolio in Q3 2026, its #140 holding.
  • Castle Rock Wealth Management first reported a position in Moody's in Q3 2019 and has held it in 28 quarters since.
  • Castle Rock Wealth Management's Moody's position peaked at $809K in Q4 2024.
  • 56 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.