DBRC
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D.B. Root & Company’s Moody's MCO Stock Holding History

D.B. Root & Company’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
Q1 		$219K Sell
503
-78
-13% -$36.9K 0.05% 187
2025
Q4 		$297K Sell
581
-90
-13% -$43.9K 0.07% 155
2025
Q3 		$320K Sell
671
-251
-27% -$127K 0.08% 146
2025
Q2 		$462K Buy
922
+117
+15% +$54.2K 0.14% 111
2025
Q1 		$375K Sell
805
-36
-4% -$17.3K 0.12% 119
2024
Q4 		$398K Buy
841
+9
+1% +$4.29K 0.13% 117
2024
Q3 		$395K Sell
832
-609
-42% -$282K 0.13% 112
2024
Q2 		$607K Sell
1,441
-250
-15% -$99.5K 0.21% 90
2024
Q1 		$665K Sell
1,691
-3
-0.2% -$1.16K 0.22% 98
2023
Q4 		$662K Sell
1,694
-269
-14% -$93.5K 0.24% 98
2023
Q3 		$621K Sell
1,963
-18
-0.9% -$6.12K 0.24% 98
2023
Q2 		$689K Buy
1,981
+103
+5% +$32.7K 0.26% 96
2023
Q1 		$575K Sell
1,878
-6
-0.3% -$1.81K 0.23% 101
2022
Q4 		$525K Sell
1,884
-113
-6% -$30.9K 0.22% 100
2022
Q3 		$485K Sell
1,997
-1
-0.1% -$291 0.22% 100
2022
Q2 		$543K Sell
1,998
-5
-0.2% -$1.5K 0.23% 104
2022
Q1 		$675K Buy
2,003
+17
+0.9% +$5.72K 0.25% 99
2021
Q4 		$775K Sell
1,986
-39
-2% -$15K 0.28% 94
2021
Q3 		$719K Sell
2,025
-398
-16% -$150K 0.28% 99
2021
Q2 		$878K Buy
2,423
+1,092
+82% +$363K 0.33% 85
2021
Q1 		$397K Sell
1,331
-3
-0.2% -$845 0.16% 163
2020
Q4 		$387K Sell
1,334
-12
-0.9% -$3.36K 0.15% 159
2020
Q3 		$390K Hold
1,346
– – 0.16% 152
2020
Q2 		$369K Sell
1,346
-22
-2% -$5.59K 0.16% 146
2020
Q1 		$289K Sell
1,368
-632
-32% -$154K 0.15% 160
2019
Q4 		$474K Sell
2,000
-15
-0.7% -$3.33K 0.21% 133
2019
Q3 		$412K Sell
2,015
-110
-5% -$23.1K 0.19% 137
2019
Q2 		$415K Sell
2,125
-975
-31% -$185K 0.18% 131
2019
Q1 		$561K Buy
+3,100
New +$509K 0.24% 116

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

D.B. Root & Company's MCO Position: Q1 2026 in Review

D.B. Root & Company reduced its Moody's (MCO) stake by 13% in Q1 2026, selling an estimated $36.9K and leaving 503 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #187.

D.B. Root & Company first reported a position in MCO in Q1 2019 and has held it in 29 quarters since. The position peaked at $878K in Q2 2021. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • D.B. Root & Company held 503 shares of Moody's worth $219K as of Q1 2026.
  • D.B. Root & Company sold 78 Moody's shares in Q1 2026, an estimated $36.9K.
  • Moody's made up 0.05% of D.B. Root & Company's portfolio in Q1 2026, its #187 holding.
  • D.B. Root & Company first reported a position in Moody's in Q1 2019 and has held it in 29 quarters since.
  • D.B. Root & Company's Moody's position peaked at $878K in Q2 2021.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.