Rossmore Private Capital’s Moody's MCO Stock Holding History

Rossmore Private Capital’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	$1.96M	Hold	4,501	–	–	0.17%	93
2025 Q4	$2.3M	Hold	4,501	–	–	0.2%	87
2025 Q3	$2.14M	Hold	4,501	–	–	0.23%	81
2025 Q2	$2.26M	Hold	4,501	–	–	0.26%	74
2025 Q1	$2.1M	Sell	4,501 -99	-2%	-$47.7K	0.26%	74
2024 Q4	$2.18M	Hold	4,600	–	–	0.27%	72
2024 Q3	$2.18M	Hold	4,600	–	–	0.27%	74
2024 Q2	$1.94M	Hold	4,600	–	–	0.25%	74
2024 Q1	$1.81M	Hold	4,600	–	–	0.24%	83
2023 Q4	$1.8M	Hold	4,600	–	–	0.25%	79
2023 Q3	$1.45M	Hold	4,600	–	–	0.22%	82
2023 Q2	$1.6M	Hold	4,600	–	–	0.24%	80
2023 Q1	$1.41M	Hold	4,600	–	–	0.22%	87
2022 Q4	$1.28M	Hold	4,600	–	–	0.21%	88
2022 Q3	$1.12M	Hold	4,600	–	–	0.2%	92
2022 Q2	$1.25M	Hold	4,600	–	–	0.22%	91
2022 Q1	$1.55M	Hold	4,600	–	–	0.24%	87
2021 Q4	$1.8M	Hold	4,600	–	–	0.28%	79
2021 Q3	$1.63M	Hold	4,600	–	–	0.28%	79
2021 Q2	$1.67M	Hold	4,600	–	–	0.29%	80
2021 Q1	$1.37M	Hold	4,600	–	–	0.26%	87
2020 Q4	$1.33M	Hold	4,600	–	–	0.27%	89
2020 Q3	$1.33M	Hold	4,600	–	–	0.31%	81
2020 Q2	$1.26M	Hold	4,600	–	–	0.35%	67
2020 Q1	$973K	Buy	4,600 +600	+15%	+$146K	0.34%	70
2019 Q4	$950K	Hold	4,000	–	–	0.29%	64
2019 Q3	$819K	Hold	4,000	–	–	0.28%	65
2019 Q2	$781K	Hold	4,000	–	–	0.28%	64
2019 Q1	$724K	Hold	4,000	–	–	0.27%	65
2018 Q4	$560K	Hold	4,000	–	–	0.24%	74
2018 Q3	$669K	Hold	4,000	–	–	0.27%	66
2018 Q2	$682K	Buy	+4,000	New	+$677K	0.44%	49

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

Rossmore Private Capital's MCO Position: Q1 2026 in Review

Rossmore Private Capital held its Moody's (MCO) position steady in Q1 2026 at 4,501 shares worth $1.96M. The position accounts for 0.17% of the portfolio, ranked #93.

Rossmore Private Capital first reported a position in MCO in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.3M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Rossmore Private Capital held 4,501 shares of Moody's worth $1.96M as of Q1 2026.
Rossmore Private Capital left its Moody's share count unchanged in Q1 2026.
Moody's made up 0.17% of Rossmore Private Capital's portfolio in Q1 2026, its #93 holding.
Rossmore Private Capital first reported a position in Moody's in Q2 2018 and has held it in 32 quarters since.
Rossmore Private Capital's Moody's position peaked at $2.3M in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Rossmore Private Capital's 13F filing for Q1 2026, filed 1 May 2026.