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Advantage Trust Company’s Moody's MCO Stock Holding History

Advantage Trust Company’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 		$51.6K Hold
114
– – 0.02% 104
2026
Q1 		$49.7K Hold
114
– – 0.02% 78
2025
Q4 		$58.2K Hold
114
– – 0.03% 73
2025
Q3 		$54.3K Hold
114
– – 0.02% 106
2025
Q2 		$57.2K Hold
114
– – 0.03% 119
2025
Q1 		$53.1K Hold
114
– – 0.03% 94
2024
Q4 		$54K Sell
114
-19
-14% -$9.07K 0.03% 97
2024
Q3 		$63.1K Hold
133
– – 0.04% 92
2024
Q2 		$56K Hold
133
– – 0.04% 106
2024
Q1 		$52.3K Hold
133
– – 0.04% 108
2023
Q4 		$51.9K Buy
+133
New +$46.2K 0.04% 112

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Advantage Trust Company's MCO Position: Q2 2026 in Review

Advantage Trust Company held its Moody's (MCO) position steady in Q2 2026 at 114 shares worth $51.6K. The position accounts for 0.02% of the portfolio, ranked #104.

Advantage Trust Company first reported a position in MCO in Q4 2023 and has held it in 11 quarters since. The position peaked at $63.1K in Q3 2024. 268 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Advantage Trust Company held 114 shares of Moody's worth $51.6K as of Q2 2026.
  • Advantage Trust Company left its Moody's share count unchanged in Q2 2026.
  • Moody's made up 0.02% of Advantage Trust Company's portfolio in Q2 2026, its #104 holding.
  • Advantage Trust Company first reported a position in Moody's in Q4 2023 and has held it in 11 quarters since.
  • Advantage Trust Company's Moody's position peaked at $63.1K in Q3 2024.
  • 268 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.