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Rothschild & Co Wealth Management (UK)’s Moody's MCO Stock Holding History

Rothschild & Co Wealth Management (UK)’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
Q2 		$500M Sell
1,104,935
-3,999
-0.4% -$1.8M 7.22% 8
2026
Q1 		$484M Sell
1,108,934
-8,317
-0.7% -$3.93M 7.4% 8
2025
Q4 		$571M Sell
1,117,251
-5,172
-0.5% -$2.52M 8.98% 5
2025
Q3 		$535M Buy
1,122,423
+20,619
+2% +$10.4M 8.6% 6
2025
Q2 		$553M Buy
1,101,804
+15,239
+1% +$7.06M 8.22% 6
2025
Q1 		$506M Buy
1,086,565
+3,475
+0.3% +$1.67M 8.52% 7
2024
Q4 		$513M Sell
1,083,090
-277,620
-20% -$132M 9% 5
2024
Q3 		$646M Sell
1,360,710
-225,073
-14% -$104M 10.26% 5
2024
Q2 		$668M Sell
1,585,783
-85,424
-5% -$34M 11.37% 3
2024
Q1 		$657M Buy
1,671,207
+1,618
+0.1% +$624K 10.89% 4
2023
Q4 		$652M Sell
1,669,589
-24,351
-1% -$8.46M 10.7% 3
2023
Q3 		$536M Buy
1,693,940
+21,145
+1% +$7.19M 9.43% 3
2023
Q2 		$582M Sell
1,672,795
-247,560
-13% -$78.5M 10.48% 3
2023
Q1 		$588M Buy
1,920,355
+45,586
+2% +$13.8M 11.69% 2
2022
Q4 		$522M Buy
1,874,769
+150,070
+9% +$41M 11.59% 3
2022
Q3 		$419M Buy
1,724,699
+18,500
+1% +$5.37M 10.16% 5
2022
Q2 		$464M Buy
1,706,199
+10,709
+0.6% +$3.2M 10.48% 4
2022
Q1 		$572M Sell
1,695,490
-136,131
-7% -$45.8M 10.32% 4
2021
Q4 		$715M Buy
1,831,621
+1,537
+0.1% +$593K 11.88% 3
2021
Q3 		$650M Buy
1,830,084
+24,281
+1% +$9.15M 11.02% 3
2021
Q2 		$654M Buy
1,805,803
+49,802
+3% +$16.6M 11.15% 3
2021
Q1 		$524M Buy
1,756,001
+58,549
+3% +$16.5M 9.39% 4
2020
Q4 		$493M Buy
1,697,452
+7,155
+0.4% +$2M 9.54% 4
2020
Q3 		$490M Sell
1,690,297
-97,139
-5% -$27.7M 10.27% 4
2020
Q2 		$491M Sell
1,787,436
-151,666
-8% -$38.5M 11.23% 2
2020
Q1 		$410M Buy
1,939,102
+35,994
+2% +$8.75M 10.99% 2
2019
Q4 		$452M Sell
1,903,108
-9,027
-0.5% -$2.01M 10.07% 3
2019
Q3 		$392M Sell
1,912,135
-10,991
-0.6% -$2.3M 9.76% 4
2019
Q2 		$376M Buy
1,923,126
+43,312
+2% +$8.22M 6.96% 7
2019
Q1 		$340M Buy
1,879,814
+4,358
+0.2% +$716K 9.54% 3
2018
Q4 		$263M Buy
1,875,456
+632,051
+51% +$95.3M 9.06% 5
2018
Q3 		$208M Buy
1,243,405
+13,409
+1% +$2.36M 6.94% 7
2018
Q2 		$210M Buy
1,229,996
+6,522
+0.5% +$1.1M 6.97% 8
2018
Q1 		$197M Buy
1,223,474
+53,940
+5% +$8.73M 7.04% 6
2017
Q4 		$173M Buy
1,169,534
+657,020
+128% +$96.3M 6.25% 7
2017
Q3 		$71.3M Buy
+512,514
New +$67.4M 2.76% 11

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s MCO Position: Q2 2026 in Review

Rothschild & Co Wealth Management (UK) reduced its Moody's (MCO) stake by 0.36% in Q2 2026, selling an estimated $1.8M and leaving 1,104,935 shares worth $500M. The position accounts for 7.22% of the portfolio, ranked #8.

Rothschild & Co Wealth Management (UK) first reported a position in MCO in Q3 2017 and has held it in 36 quarters since. The position peaked at $715M in Q4 2021. 662 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Rothschild & Co Wealth Management (UK) held 1,104,935 shares of Moody's worth $500M as of Q2 2026.
  • Rothschild & Co Wealth Management (UK) sold 3,999 Moody's shares in Q2 2026, an estimated $1.8M.
  • Moody's made up 7.22% of Rothschild & Co Wealth Management (UK)'s portfolio in Q2 2026, its #8 holding.
  • Rothschild & Co Wealth Management (UK) first reported a position in Moody's in Q3 2017 and has held it in 36 quarters since.
  • Rothschild & Co Wealth Management (UK)'s Moody's position peaked at $715M in Q4 2021.
  • 662 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q2 2026, filed 28 Jul 2026.