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Rothschild Investment LLC’s Moody's MCO Stock Holding History

Rothschild Investment LLC’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 		$2.39M Buy
5,280
+3,879
+277% +$1.74M 0.09% 212
2026
Q1 		$611K Buy
1,401
+749
+115% +$354K 0.03% 350
2025
Q4 		$333K Buy
652
+4
+0.6% +$1.95K 0.02% 471
2025
Q3 		$309K Sell
648
-51
-7% -$25.7K 0.02% 478
2025
Q2 		$351K Buy
699
+16
+2% +$7.41K 0.02% 401
2025
Q1 		$318K Buy
683
+2
+0.3% +$964 0.02% 410
2024
Q4 		$322K Hold
681
– – 0.02% 412
2024
Q3 		$323K Buy
681
+5
+0.7% +$2.32K 0.02% 418
2024
Q2 		$285K Buy
676
+131
+24% +$52.1K 0.02% 431
2024
Q1 		$214K Buy
545
+10
+2% +$3.86K 0.02% 454
2023
Q4 		$209K Buy
+535
New +$186K 0.02% 404
2017
Q3 		– Sell
-1,791
Closed -$218K – 425
2017
Q2 		$218K Hold
1,791
– – 0.02% 405
2017
Q1 		$201K Buy
+1,791
New +$192K 0.02% 425

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Rothschild Investment LLC's MCO Position: Q2 2026 in Review

Rothschild Investment LLC increased its Moody's (MCO) stake by 277% in Q2 2026, buying an estimated $1.74M and bringing the position to 5,280 shares worth $2.39M. The position accounts for 0.09% of the portfolio, ranked #212.

Rothschild Investment LLC first reported a position in MCO in Q1 2017 and has held it in 13 quarters since. 708 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Rothschild Investment LLC held 5,280 shares of Moody's worth $2.39M as of Q2 2026.
  • Rothschild Investment LLC bought 3,879 Moody's shares in Q2 2026, an estimated $1.74M.
  • Moody's made up 0.09% of Rothschild Investment LLC's portfolio in Q2 2026, its #212 holding.
  • Rothschild Investment LLC first reported a position in Moody's in Q1 2017 and has held it in 13 quarters since.
  • 708 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.