Rockefeller Capital Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.99M | Sell |
15,433
-456
| -3% | -$205K | 0.01% | 838 |
|
|
2026
Q1 | $6.93M | Buy |
15,889
+2,393
| +18% | +$1.13M | 0.01% | 805 |
|
|
2025
Q4 | $6.89M | Buy |
13,496
+1,231
| +10% | +$601K | 0.01% | 777 |
|
|
2025
Q3 | $5.84M | Sell |
12,265
-1,384
| -10% | -$698K | 0.01% | 773 |
|
|
2025
Q2 | $6.85M | Buy |
13,649
+1,549
| +13% | +$717K | 0.02% | 718 |
|
|
2025
Q1 | $5.64M | Sell |
12,100
-30
| -0.2% | -$14.5K | 0.01% | 705 |
|
|
2024
Q4 | $5.73M | Buy |
12,130
+644
| +6% | +$307K | 0.01% | 686 |
|
|
2024
Q3 | $5.44M | Sell |
11,486
-771
| -6% | -$357K | 0.01% | 682 |
|
|
2024
Q2 | $5.16M | Buy |
12,257
+984
| +9% | +$391K | 0.01% | 678 |
|
|
2024
Q1 | $4.43M | Sell |
11,273
-902
| -7% | -$348K | 0.01% | 732 |
|
|
2023
Q4 | $4.76M | Buy |
12,175
+112
| +0.9% | +$38.9K | 0.02% | 654 |
|
|
2023
Q3 | $3.81M | Buy |
12,063
+60
| +0.5% | +$20.4K | 0.01% | 642 |
|
|
2023
Q2 | $4.17M | Buy |
12,003
+8,940
| +292% | +$2.83M | 0.02% | 635 |
|
|
2023
Q1 | $936K | Buy |
3,063
+303
| +11% | +$91.5K | ﹤0.01% | 1104 |
|
|
2022
Q4 | $768K | Buy |
2,760
+62
| +2% | +$17K | ﹤0.01% | 1105 |
|
|
2022
Q3 | $655K | Buy |
2,698
+1,679
| +165% | +$488K | ﹤0.01% | 1161 |
|
|
2022
Q2 | $277K | Buy |
1,019
+186
| +22% | +$55.6K | ﹤0.01% | 1494 |
|
|
2022
Q1 | $280K | Sell |
833
-329
| -28% | -$111K | ﹤0.01% | 1554 |
|
|
2021
Q4 | $453K | Buy |
1,162
+30
| +3% | +$11.6K | ﹤0.01% | 1355 |
|
|
2021
Q3 | $401K | Buy |
1,132
+35
| +3% | +$13.2K | ﹤0.01% | 1337 |
|
|
2021
Q2 | $397K | Sell |
1,097
-32
| -3% | -$10.7K | ﹤0.01% | 1282 |
|
|
2021
Q1 | $336K | Buy |
1,129
+62
| +6% | +$17.5K | ﹤0.01% | 1161 |
|
|
2020
Q4 | $309K | Buy |
1,067
+660
| +162% | +$185K | ﹤0.01% | 1064 |
|
|
2020
Q3 | $118K | Sell |
407
-359
| -47% | -$102K | ﹤0.01% | 1196 |
|
|
2020
Q2 | $210K | Buy |
766
+308
| +67% | +$78.2K | ﹤0.01% | 935 |
|
|
2020
Q1 | $97K | Buy |
458
+359
| +363% | +$87.3K | ﹤0.01% | 1020 |
|
|
2019
Q4 | $24K | Buy |
99
+58
| +141% | +$12.9K | ﹤0.01% | 1345 |
|
|
2019
Q3 | $8K | Hold |
41
| – | – | ﹤0.01% | 1491 |
|
|
2019
Q2 | $8K | Sell |
41
-164
| -80% | -$31.1K | ﹤0.01% | 1319 |
|
|
2019
Q1 | $37K | Buy |
+205
| New | +$33.7K | ﹤0.01% | 1006 |
|
Other funds holding MCO
Rockefeller Capital Management's MCO Position: Q2 2026 in Review
Rockefeller Capital Management reduced its Moody's (MCO) stake by 2.9% in Q2 2026, selling an estimated $205K and leaving 15,433 shares worth $6.99M. The position accounts for 0.01% of the portfolio, ranked #838.
Rockefeller Capital Management first reported a position in MCO in Q1 2019 and has held it in 30 quarters since. 1,415 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- Rockefeller Capital Management held 15,433 shares of Moody's worth $6.99M as of Q2 2026.
- Rockefeller Capital Management sold 456 Moody's shares in Q2 2026, an estimated $205K.
- Moody's made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #838 holding.
- Rockefeller Capital Management first reported a position in Moody's in Q1 2019 and has held it in 30 quarters since.
- 1,415 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.