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Livermore
Livermore
ZHEN

D.B. Root & Company, LLC

SEC CIK
0001731717
Latest filing
Aug 13, 2026

MCO holding history

Moodys Corp in every 13F filed by D.B. Root & Company, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCO overviewAll 13F holders of MCOFull Q2 2026 holdings

Shares (Q2 2026)
501
Value
$226.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MCO by D.B. Root & Company, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026501$226.9K<0.1%−2−0.4%ReducedHolders
Q1 2026503$219.4K0.1%−78−13.4%ReducedHolders
Q4 2025581$296.8K0.1%−90−13.4%ReducedHolders
Q3 2025671$319.7K0.1%−251−27.2%ReducedHolders
Q2 2025922$462.5K0.1%+117+14.5%AddedHolders
Q1 2025805$374.9K0.1%−36−4.3%ReducedHolders
Q4 2024841$398.1K0.1%+9+1.1%AddedHolders
Q3 2024832$394.9K0.1%−609−42.3%ReducedHolders
Q2 20241,441$606.6K0.2%−250−14.8%ReducedHolders
Q1 20241,691$664.6K0.2%−3−0.2%ReducedHolders
Q4 20231,694$661.6K0.2%−269−13.7%ReducedHolders
Q3 20231,963$620.6K0.2%−18−0.9%ReducedHolders
Q2 20231,981$688.8K0.3%+103+5.5%AddedHolders
Q1 20231,878$574.7K0.2%−6−0.3%ReducedHolders
Q4 20221,884$524.9K0.2%−113−5.7%ReducedHolders
Q3 20221,997$485.0K0.2%−1−0.1%ReducedHolders
Q2 20221,998$543.0K0.2%−5−0.2%ReducedHolders
Q1 20222,003$675.0K0.3%+17+0.9%AddedHolders
Q4 20211,986$775.0K0.3%−39−1.9%ReducedHolders
Q3 20212,025$719.0K0.3%−398−16.4%ReducedHolders
Q2 20212,423$878.0K0.3%+1,092+82.0%AddedHolders
Q1 20211,331$397.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.