D.B. Root & Company’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $227K | Sell |
501
-2
| -0.4% | -$898 | 0.05% | 194 |
|
|
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
D.B. Root & Company's MCO Position: Q2 2026 in Review
D.B. Root & Company reduced its Moody's (MCO) stake by 0.4% in Q2 2026, selling an estimated $898 and leaving 501 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #194.
D.B. Root & Company first reported a position in MCO in Q1 2019 and has held it in 30 quarters since. The position peaked at $878K in Q2 2021. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- D.B. Root & Company held 501 shares of Moody's worth $227K as of Q2 2026.
- D.B. Root & Company sold 2 Moody's shares in Q2 2026, an estimated $898.
- Moody's made up 0.05% of D.B. Root & Company's portfolio in Q2 2026, its #194 holding.
- D.B. Root & Company first reported a position in Moody's in Q1 2019 and has held it in 30 quarters since.
- D.B. Root & Company's Moody's position peaked at $878K in Q2 2021.
- 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.