Matthew Hamilton Rosenberg’s Moody's MCO Stock Holding History

Matthew Hamilton Rosenberg’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	$5.45K	Hold	12	–	–	﹤0.01%	702
2026 Q2	$5.44K	Hold	12	–	–	﹤0.01%	689
2026 Q1	$5.24K	Sell	12 -14	-54%	-$6.62K	﹤0.01%	678
2025 Q4	$13.3K	Hold	26	–	–	﹤0.01%	592
2025 Q3	$12.4K	Hold	26	–	–	﹤0.01%	606
2025 Q2	$13K	Hold	26	–	–	﹤0.01%	625
2025 Q1	$12.1K	Hold	26	–	–	﹤0.01%	607
2024 Q4	$12.3K	Hold	26	–	–	﹤0.01%	601
2024 Q3	$12.3K	Hold	26	–	–	﹤0.01%	590
2024 Q2	$11K	Buy	+26	New	+$10.3K	﹤0.01%	581
2021 Q4	–	Sell	-51	Closed	-$18K	–	730
2021 Q3	$18K	Buy	+51	New	+$19.2K	0.01%	518

Other funds holding MCO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Matthew Hamilton Rosenberg's MCO Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Moody's (MCO) position steady in Q3 2026 at 12 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Matthew Hamilton Rosenberg first reported a position in MCO in Q3 2021 and has held it in 11 quarters since. The position peaked at $18K in Q3 2021. 1,167 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

Matthew Hamilton Rosenberg held 12 shares of Moody's worth $5.45K as of Q3 2026.
Matthew Hamilton Rosenberg left its Moody's share count unchanged in Q3 2026.
Moody's made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #702 holding.
Matthew Hamilton Rosenberg first reported a position in Moody's in Q3 2021 and has held it in 11 quarters since.
Matthew Hamilton Rosenberg's Moody's position peaked at $18K in Q3 2021.
1,167 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.