BTD
MCO icon

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
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
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

BankPlus Trust Department's MCO Position: Q1 2026 in Review

BankPlus Trust Department held its Moody's (MCO) position steady in Q1 2026 at 3 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

BankPlus Trust Department first reported a position in MCO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.53K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • BankPlus Trust Department held 3 shares of Moody's worth $1.31K as of Q1 2026.
  • BankPlus Trust Department left its Moody's share count unchanged in Q1 2026.
  • Moody's made up ﹤0.01% of BankPlus Trust Department's portfolio in Q1 2026, its #447 holding.
  • BankPlus Trust Department first reported a position in Moody's in Q4 2024 and has held it in 6 quarters since.
  • BankPlus Trust Department's Moody's position peaked at $1.53K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.