RBCM
MCO icon

Raub Brock Capital Management’s Moody's MCO Stock Holding History

Raub Brock Capital Management’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 		$10.1M Sell
22,312
-5,117
-19% -$2.3M 2.78% 19
2026
Q1 		$12M Buy
27,429
+3,194
+13% +$1.51M 3.03% 18
2025
Q4 		$12.4M Sell
24,235
-8,064
-25% -$3.93M 2.76% 17
2025
Q3 		$15.4M Sell
32,299
-293
-0.9% -$148K 3.31% 14
2025
Q2 		$16.3M Sell
32,592
-1,541
-5% -$714K 3.56% 13
2025
Q1 		$15.9M Buy
+34,133
New +$16.4M 3.55% 17

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

Raub Brock Capital Management's MCO Position: Q2 2026 in Review

Raub Brock Capital Management reduced its Moody's (MCO) stake by 19% in Q2 2026, selling an estimated $2.3M and leaving 22,312 shares worth $10.1M. The position accounts for 2.78% of the portfolio, ranked #19.

Raub Brock Capital Management first reported a position in MCO in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.3M in Q2 2025. 1,408 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Raub Brock Capital Management held 22,312 shares of Moody's worth $10.1M as of Q2 2026.
  • Raub Brock Capital Management sold 5,117 Moody's shares in Q2 2026, an estimated $2.3M.
  • Moody's made up 2.78% of Raub Brock Capital Management's portfolio in Q2 2026, its #19 holding.
  • Raub Brock Capital Management first reported a position in Moody's in Q1 2025 and has held it in 6 quarters since.
  • Raub Brock Capital Management's Moody's position peaked at $16.3M in Q2 2025.
  • 1,408 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Raub Brock Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.