Rodgers Brothers’s Moody's MCO Stock Holding History

Rodgers Brothers’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	$1.82M	Buy	4,165 +4	+0.1%	+$1.89K	0.21%	107
2025 Q4	$2.13M	Buy	4,161 +3	+0.1%	+$1.46K	0.25%	98
2025 Q3	$1.98M	Buy	4,158 +3	+0.1%	+$1.51K	0.24%	106
2025 Q2	$2.08M	Buy	4,155 +2	+0%	+$926	0.26%	97
2025 Q1	$1.93M	Buy	4,153 +4	+0.1%	+$1.93K	0.26%	98
2024 Q4	$1.96M	Sell	4,149 -38	-0.9%	-$18.1K	0.26%	94
2024 Q3	$1.99M	Buy	4,187 +3	+0.1%	+$1.39K	0.25%	99
2024 Q2	$1.76M	Buy	4,184 +3	+0.1%	+$1.19K	0.24%	104
2024 Q1	$1.64M	Sell	4,181 -47	-1%	-$18.1K	0.22%	107
2023 Q4	$1.65M	Buy	4,228 +3	+0.1%	+$1.04K	0.26%	94
2023 Q3	$1.34M	Buy	4,225 +4	+0.1%	+$1.36K	0.23%	99
2023 Q2	$1.47M	Buy	4,221 +1,485	+54%	+$471K	0.26%	92
2023 Q1	$837K	Sell	2,736 -125	-4%	-$37.8K	0.16%	124
2022 Q4	$797K	Hold	2,861	–	–	0.16%	124
2022 Q3	$696K	Hold	2,861	–	–	0.15%	134
2022 Q2	$778K	Hold	2,861	–	–	0.15%	125
2022 Q1	$965K	Hold	2,861	–	–	0.17%	119
2021 Q4	$1.12M	Sell	2,861 -50	-2%	-$19.3K	0.2%	112
2021 Q3	$1.03M	Buy	2,911 +311	+12%	+$117K	0.21%	114
2021 Q2	$942K	Hold	2,600	–	–	0.18%	122
2021 Q1	$776K	Hold	2,600	–	–	0.16%	127
2020 Q4	$755K	Hold	2,600	–	–	0.17%	118
2020 Q3	$754K	Hold	2,600	–	–	0.2%	117
2020 Q2	$714K	Hold	2,600	–	–	0.19%	118
2020 Q1	$550K	Hold	2,600	–	–	0.17%	120
2019 Q4	$617K	Hold	2,600	–	–	0.16%	120
2019 Q3	$533K	Hold	2,600	–	–	0.15%	130
2019 Q2	$508K	Hold	2,600	–	–	0.14%	134
2019 Q1	$471K	Hold	2,600	–	–	0.13%	133
2018 Q4	$364K	Hold	2,600	–	–	0.12%	141
2018 Q3	$435K	Sell	2,600 -100	-4%	-$17.6K	0.13%	140
2018 Q2	$461K	Hold	2,700	–	–	0.14%	129
2018 Q1	$436K	Sell	2,700 -50	-2%	-$8.09K	0.14%	121
2017 Q4	$406K	Hold	2,750	–	–	0.13%	119
2017 Q3	$383K	Hold	2,750	–	–	0.13%	129
2017 Q2	$335K	Hold	2,750	–	–	0.12%	134
2017 Q1	$308K	Hold	2,750	–	–	0.12%	134
2016 Q4	$259K	Hold	2,750	–	–	0.1%	139
2016 Q3	$298K	Hold	2,750	–	–	0.12%	135
2016 Q2	$258K	Hold	2,750	–	–	0.11%	145
2016 Q1	$266K	Hold	2,750	–	–	0.12%	137
2015 Q4	$276K	Buy	2,750 +500	+22%	+$50.1K	0.13%	125
2015 Q3	$221K	Hold	2,250	–	–	0.11%	145
2015 Q2	$243K	Hold	2,250	–	–	0.11%	138
2015 Q1	$234K	Hold	2,250	–	–	0.11%	140
2014 Q4	$216K	Hold	2,250	–	–	0.11%	140
2014 Q3	$213K	Buy	+2,250	New	+$206K	0.11%	136

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) 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

Rodgers Brothers's MCO Position: Q1 2026 in Review

Rodgers Brothers increased its Moody's (MCO) stake by 0.1% in Q1 2026, buying an estimated $1.89K and bringing the position to 4,165 shares worth $1.82M. The position accounts for 0.21% of the portfolio, ranked #107.

Rodgers Brothers first reported a position in MCO in Q3 2014 and has held it in 47 quarters since. The position peaked at $2.13M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Rodgers Brothers held 4,165 shares of Moody's worth $1.82M as of Q1 2026.
Rodgers Brothers bought 4 Moody's shares in Q1 2026, an estimated $1.89K.
Moody's made up 0.21% of Rodgers Brothers's portfolio in Q1 2026, its #107 holding.
Rodgers Brothers first reported a position in Moody's in Q3 2014 and has held it in 47 quarters since.
Rodgers Brothers's Moody's position peaked at $2.13M in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Rodgers Brothers's 13F filing for Q1 2026, filed 14 May 2026.