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 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

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

Castle Rock Wealth Management's MCO Position: Q2 2026 in Review

Castle Rock Wealth Management reduced its Moody's (MCO) stake by 0.32% in Q2 2026, selling an estimated $2.25K and leaving 1,549 shares worth $726K. The position accounts for 0.14% of the portfolio, ranked #144.

Castle Rock Wealth Management first reported a position in MCO in Q3 2019 and has held it in 27 quarters since. The position peaked at $809K in Q4 2024. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Castle Rock Wealth Management held 1,549 shares of Moody's worth $726K as of Q2 2026.
Castle Rock Wealth Management sold 5 Moody's shares in Q2 2026, an estimated $2.25K.
Moody's made up 0.14% of Castle Rock Wealth Management's portfolio in Q2 2026, its #144 holding.
Castle Rock Wealth Management first reported a position in Moody's in Q3 2019 and has held it in 27 quarters since.
Castle Rock Wealth Management's Moody's position peaked at $809K in Q4 2024.
1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.