BankPlus Trust Department’s Moody's MCO Stock Holding History

BankPlus Trust Department’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	$1.36K	Hold	3	–	–	﹤0.01%	453
2026 Q1	$1.31K	Hold	3	–	–	﹤0.01%	447
2025 Q4	$1.53K	Hold	3	–	–	﹤0.01%	439
2025 Q3	$1.43K	Hold	3	–	–	﹤0.01%	436
2025 Q2	$1.5K	Hold	3	–	–	﹤0.01%	421
2025 Q1	$1.4K	Hold	3	–	–	﹤0.01%	449
2024 Q4	$1.42K	Buy	+3	New	+$1.43K	﹤0.01%	417

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BankPlus Trust Department's MCO Position: Q2 2026 in Review

BankPlus Trust Department held its Moody's (MCO) position steady in Q2 2026 at 3 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

BankPlus Trust Department first reported a position in MCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.53K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

BankPlus Trust Department held 3 shares of Moody's worth $1.36K as of Q2 2026.
BankPlus Trust Department left its Moody's share count unchanged in Q2 2026.
Moody's made up ﹤0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #453 holding.
BankPlus Trust Department first reported a position in Moody's in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's Moody's position peaked at $1.53K in Q4 2025.
1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.