Burke & Herbert Bank & Trust’s Moody's MCO Stock Holding History

Burke & Herbert Bank & Trust’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	$218K	Hold	500	–	–	0.06%	222
2025 Q4	$255K	Hold	500	–	–	0.07%	200
2025 Q3	$238K	Hold	500	–	–	0.05%	219
2025 Q2	$251K	Hold	500	–	–	0.06%	217
2025 Q1	$233K	Hold	500	–	–	0.06%	207
2024 Q4	$237K	Hold	500	–	–	0.06%	208
2024 Q3	$237K	Hold	500	–	–	0.06%	213
2024 Q2	$210K	Sell	500 -60	-11%	-$23.9K	0.05%	220
2024 Q1	$220K	Sell	560 -40	-7%	-$15.4K	0.17%	113
2023 Q4	$234K	Buy	+600	New	+$209K	0.17%	107
2023 Q3	–	Sell	-600	Closed	-$209K	–	123
2023 Q2	$209K	Buy	+600	New	+$190K	0.14%	128
2022 Q2	–	Sell	-600	Closed	-$202K	–	137
2022 Q1	$202K	Hold	600	–	–	0.13%	142
2021 Q4	$234K	Hold	600	–	–	0.14%	137
2021 Q3	$213K	Hold	600	–	–	0.14%	141
2021 Q2	$217K	Buy	+600	New	+$200K	0.14%	140

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return