Rockefeller Capital Management
MCO icon

Rockefeller Capital Management’s Moody's MCO Stock Holding History

Rockefeller 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
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

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

Rockefeller Capital Management's MCO Position: Q1 2026 in Review

Rockefeller Capital Management increased its Moody's (MCO) stake by 18% in Q1 2026, buying an estimated $1.13M and bringing the position to 15,889 shares worth $6.93M. The position accounts for 0.01% of the portfolio, ranked #805.

Rockefeller Capital Management first reported a position in MCO in Q1 2019 and has held it in 29 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Rockefeller Capital Management held 15,889 shares of Moody's worth $6.93M as of Q1 2026.
  • Rockefeller Capital Management bought 2,393 Moody's shares in Q1 2026, an estimated $1.13M.
  • Moody's made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #805 holding.
  • Rockefeller Capital Management first reported a position in Moody's in Q1 2019 and has held it in 29 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.