RFP
MCO icon

Root Financial Partners’s Moody's MCO Stock Holding History

Root Financial Partners’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 		$74.2K Sell
170
-49
-22% -$23.2K ﹤0.01% 701
2025
Q4 		$112K Buy
219
+40
+22% +$19.5K 0.01% 429
2025
Q3 		$85.4K Buy
+179
New +$90.2K 0.01% 490

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

Root Financial Partners's MCO Position: Q1 2026 in Review

Root Financial Partners reduced its Moody's (MCO) stake by 22% in Q1 2026, selling an estimated $23.2K and leaving 170 shares worth $74.2K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Root Financial Partners first reported a position in MCO in Q3 2025 and has held it in 3 quarters since. The position peaked at $112K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Root Financial Partners held 170 shares of Moody's worth $74.2K as of Q1 2026.
  • Root Financial Partners sold 49 Moody's shares in Q1 2026, an estimated $23.2K.
  • Moody's made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #701 holding.
  • Root Financial Partners first reported a position in Moody's in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Moody's position peaked at $112K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.