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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
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 $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

NorthRock Partners's MCO Position: Q1 2026 in Review

NorthRock Partners increased its Moody's (MCO) stake by 5.4% in Q1 2026, buying an estimated $16.6K and bringing the position to 684 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

NorthRock Partners first reported a position in MCO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.19M in Q3 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • NorthRock Partners held 684 shares of Moody's worth $298K as of Q1 2026.
  • NorthRock Partners bought 35 Moody's shares in Q1 2026, an estimated $16.6K.
  • Moody's made up ﹤0.01% of NorthRock Partners's portfolio in Q1 2026, its #522 holding.
  • NorthRock Partners first reported a position in Moody's in Q4 2022 and has held it in 14 quarters since.
  • NorthRock Partners's Moody's position peaked at $1.19M in Q3 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.