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NorthRock Partners’s Moody's MCO Stock Holding History

NorthRock Partners’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 		$289K Sell
638
-46
-7% -$20.7K ﹤0.01% 548
2026
Q1 		$298K Buy
684
+35
+5% +$16.6K ﹤0.01% 522
2025
Q4 		$332K Sell
649
-1,845
-74% -$900K 0.01% 453
2025
Q3 		$1.19M Buy
2,494
+461
+23% +$232K 0.02% 308
2025
Q2 		$1.02M Buy
2,033
+305
+18% +$141K 0.03% 235
2025
Q1 		$805K Hold
1,728
– – 0.03% 243
2024
Q4 		$818K Sell
1,728
-60
-3% -$28.6K 0.03% 236
2024
Q3 		$849K Buy
1,788
+65
+4% +$30.1K 0.03% 241
2024
Q2 		$725K Buy
1,723
+213
+14% +$84.7K 0.03% 251
2024
Q1 		$593K Buy
1,510
+113
+8% +$43.6K 0.02% 312
2023
Q4 		$546K Buy
1,397
+673
+93% +$234K 0.02% 301
2023
Q3 		$229K Sell
724
-51
-7% -$17.3K 0.02% 299
2023
Q2 		$270K Sell
775
-59
-7% -$18.7K 0.03% 230
2023
Q1 		$255K Sell
834
-230
-22% -$69.5K 0.03% 262
2022
Q4 		$297K Buy
+1,064
New +$291K 0.03% 255

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

NorthRock Partners's MCO Position: Q2 2026 in Review

NorthRock Partners reduced its Moody's (MCO) stake by 6.7% in Q2 2026, selling an estimated $20.7K and leaving 638 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

NorthRock Partners first reported a position in MCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.19M in Q3 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • NorthRock Partners held 638 shares of Moody's worth $289K as of Q2 2026.
  • NorthRock Partners sold 46 Moody's shares in Q2 2026, an estimated $20.7K.
  • Moody's made up ﹤0.01% of NorthRock Partners's portfolio in Q2 2026, its #548 holding.
  • NorthRock Partners first reported a position in Moody's in Q4 2022 and has held it in 15 quarters since.
  • NorthRock Partners's Moody's position peaked at $1.19M in Q3 2025.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.