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Rockline Wealth Management’s Moody's MCO Stock Holding History

Rockline Wealth 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 		– Sell
-4,327
Closed -$2.21M – 115
2025
Q4 		$2.21M Buy
4,327
+332
+8% +$162K 0.45% 50
2025
Q3 		$1.9M Buy
3,995
+650
+19% +$328K 0.39% 52
2025
Q2 		$1.68M Buy
3,345
+218
+7% +$101K 0.4% 54
2025
Q1 		$1.46M Buy
3,127
+230
+8% +$111K 0.41% 51
2024
Q4 		$1.37M Buy
2,897
+95
+3% +$45.3K 0.37% 56
2024
Q3 		$1.33M Buy
2,802
+226
+9% +$105K 0.38% 56
2024
Q2 		$1.08M Buy
2,576
+81
+3% +$32.2K 0.34% 57
2024
Q1 		$981K Buy
2,495
+249
+11% +$96K 0.34% 59
2023
Q4 		$877K Buy
+2,246
New +$781K 0.36% 60

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

Rockline Wealth Management's MCO Position: Q1 2026 in Review

Rockline Wealth Management sold out of Moody's (MCO) in Q1 2026, closing a stake of 4,327 shares — an estimated $2.21M sold.

Rockline Wealth Management first reported a position in MCO in Q4 2023 and held it in 9 quarters. The position peaked at $2.21M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Rockline Wealth Management reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Rockline Wealth Management sold 4,327 Moody's shares in Q1 2026, an estimated $2.21M.
  • Rockline Wealth Management first reported a position in Moody's in Q4 2023 and held it in 9 quarters.
  • Rockline Wealth Management's Moody's position peaked at $2.21M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Rockline Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.