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Rathbones Group’s Moody's MCO Stock Holding History

Rathbones Group’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 		$2.26M Buy
5,176
+28
+0.5% +$13.2K 0.01% 290
2025
Q4 		$2.63M Sell
5,148
-2,428
-32% -$1.18M 0.01% 277
2025
Q3 		$3.61M Sell
7,576
-209
-3% -$105K 0.01% 245
2025
Q2 		$3.9M Sell
7,785
-15
-0.2% -$6.95K 0.02% 233
2025
Q1 		$3.63M Buy
7,800
+6
+0.1% +$2.89K 0.02% 226
2024
Q4 		$3.69M Buy
7,794
+855
+12% +$408K 0.02% 225
2024
Q3 		$3.29M Buy
6,939
+144
+2% +$66.7K 0.02% 230
2024
Q2 		$2.86M Sell
6,795
-10
-0.1% -$3.98K 0.02% 237
2024
Q1 		$2.67M Buy
6,805
+33
+0.5% +$12.7K 0.02% 239
2023
Q4 		$2.64M Sell
6,772
-86
-1% -$29.9K 0.02% 235
2023
Q3 		$2.17M Buy
6,858
+113
+2% +$38.4K 0.02% 248
2023
Q2 		$2.35M Sell
6,745
-115
-2% -$36.5K 0.02% 195
2023
Q1 		$2.1M Sell
6,860
-206
-3% -$62.2K 0.02% 199
2022
Q4 		$1.97M Hold
7,066
– – 0.02% 201
2022
Q3 		$1.72M Sell
7,066
-860
-11% -$250K 0.02% 207
2022
Q2 		$2.16M Hold
7,926
– – 0.02% 202
2022
Q1 		$2.67M Hold
7,926
– – 0.03% 196
2021
Q4 		$3.1M Hold
7,926
– – 0.03% 187
2021
Q3 		$2.81M Sell
7,926
-92
-1% -$34.7K 0.03% 186
2021
Q2 		$2.9M Sell
8,018
-145
-2% -$48.3K 0.03% 183
2021
Q1 		$2.44M Sell
8,163
-3,910
-32% -$1.1M 0.03% 183
2020
Q4 		$3.5M Hold
12,073
– – 0.05% 152
2020
Q3 		$3.5M Hold
12,073
– – 0.06% 141
2020
Q2 		$3.32M Sell
12,073
-2,748
-19% -$698K 0.07% 135
2020
Q1 		$3.13M Hold
14,821
– – 0.09% 120
2019
Q4 		$3.52M Hold
14,821
– – 0.09% 120
2019
Q3 		$3.04M Buy
14,821
+2,549
+21% +$534K 0.09% 124
2019
Q2 		$2.4M Hold
12,272
– – 0.08% 133
2019
Q1 		$2.22M Hold
12,272
– – 0.07% 136
2018
Q4 		$1.72M Hold
12,272
– – 0.07% 137
2018
Q3 		$2.05M Buy
12,272
+5,594
+84% +$984K 0.07% 134
2018
Q2 		$1.14M Sell
6,678
-271
-4% -$45.9K 0.04% 158
2018
Q1 		$1.12M Buy
6,949
+36
+0.5% +$5.83K 0.05% 160
2017
Q4 		$1.02M Hold
6,913
– – 0.04% 167
2017
Q3 		$962K Hold
6,913
– – 0.04% 170
2017
Q2 		$841K Sell
6,913
-200
-3% -$23.4K 0.04% 178
2017
Q1 		$797K Hold
7,113
– – 0.04% 180
2016
Q4 		$671K Buy
7,113
+61
+0.9% +$6.16K 0.03% 184
2016
Q3 		$764K Sell
7,052
-300
-4% -$31.5K 0.04% 172
2016
Q2 		$689K Hold
7,352
– – 0.04% 174
2016
Q1 		$710K Hold
7,352
– – 0.04% 168
2015
Q4 		$648K Hold
7,352
– – 0.04% 170
2015
Q3 		$722K Sell
7,352
-400
-5% -$42.6K 0.05% 171
2015
Q2 		$837K Sell
7,752
-500
-6% -$53.8K 0.05% 166
2015
Q1 		$857K Hold
8,252
– – 0.06% 156
2014
Q4 		$791K Sell
8,252
-993
-11% -$96.3K 0.05% 168
2014
Q3 		$874K Hold
9,245
– – 0.06% 151
2014
Q2 		$810K Hold
9,245
– – 0.06% 160
2014
Q1 		$733K Buy
+9,245
New +$724K 0.06% 160
2013
Q4 		– Sell
-4,002
Closed -$281K – 246
2013
Q3 		$281K Hold
4,002
– – 0.03% 216
2013
Q2 		$244K Buy
+4,002
New +$243K 0.03% 207

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

Rathbones Group's MCO Position: Q1 2026 in Review

Rathbones Group increased its Moody's (MCO) stake by 0.54% in Q1 2026, buying an estimated $13.2K and bringing the position to 5,176 shares worth $2.26M. The position accounts for 0.01% of the portfolio, ranked #290.

Rathbones Group first reported a position in MCO in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.9M in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Rathbones Group held 5,176 shares of Moody's worth $2.26M as of Q1 2026.
  • Rathbones Group bought 28 Moody's shares in Q1 2026, an estimated $13.2K.
  • Moody's made up 0.01% of Rathbones Group's portfolio in Q1 2026, its #290 holding.
  • Rathbones Group first reported a position in Moody's in Q2 2013 and has held it in 51 quarters since.
  • Rathbones Group's Moody's position peaked at $3.9M in Q2 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.