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AMG National Trust Bank’s Moody's MCO Stock Holding History

AMG National Trust Bank’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 		– Sell
-468
Closed -$239K – 491
2025
Q4 		$239K Hold
468
– – 0.01% 422
2025
Q3 		$223K Sell
468
-69
-13% -$34.8K 0.01% 435
2025
Q2 		$269K Buy
+537
New +$249K 0.01% 400
2023
Q3 		– Sell
-597
Closed -$208K – 439
2023
Q2 		$208K Buy
+597
New +$189K 0.01% 423

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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)
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

AMG National Trust Bank's MCO Position: Q1 2026 in Review

AMG National Trust Bank sold out of Moody's (MCO) in Q1 2026, closing a stake of 468 shares — an estimated $239K sold.

AMG National Trust Bank first reported a position in MCO in Q2 2023 and held it in 4 quarters. The position peaked at $269K in Q2 2025. 1,374 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • AMG National Trust Bank reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • AMG National Trust Bank sold 468 Moody's shares in Q1 2026, an estimated $239K.
  • AMG National Trust Bank first reported a position in Moody's in Q2 2023 and held it in 4 quarters.
  • AMG National Trust Bank's Moody's position peaked at $269K in Q2 2025.
  • 1,374 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.