D.B. Root & Company
MCO icon

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
Q3 		$229K Buy
505
+4
+0.8% +$1.94K 0.05% 185
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% +$4.3K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

D.B. Root & Company's MCO Position: Q3 2026 in Review

D.B. Root & Company increased its Moody's (MCO) stake by 0.8% in Q3 2026, buying an estimated $1.94K and bringing the position to 505 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #185.

D.B. Root & Company first reported a position in MCO in Q1 2019 and has held it in 31 quarters since. The position peaked at $878K in Q2 2021. 881 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • D.B. Root & Company held 505 shares of Moody's worth $229K as of Q3 2026.
  • D.B. Root & Company bought 4 Moody's shares in Q3 2026, an estimated $1.94K.
  • Moody's made up 0.05% of D.B. Root & Company's portfolio in Q3 2026, its #185 holding.
  • D.B. Root & Company first reported a position in Moody's in Q1 2019 and has held it in 31 quarters since.
  • D.B. Root & Company's Moody's position peaked at $878K in Q2 2021.
  • 881 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on D.B. Root & Company's 13F filing for Q3 2026, filed 4 Nov 2026.