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 Q2	$226K	Hold	500	–	–	0.06%	232
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 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 $3.37T AUM 44.26% 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

Burke & Herbert Bank & Trust's MCO Position: Q2 2026 in Review

Burke & Herbert Bank & Trust held its Moody's (MCO) position steady in Q2 2026 at 500 shares worth $226K. The position accounts for 0.06% of the portfolio, ranked #232.

Burke & Herbert Bank & Trust first reported a position in MCO in Q2 2021 and has held it in 16 quarters since. The position peaked at $255K in Q4 2025. 1,408 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Burke & Herbert Bank & Trust held 500 shares of Moody's worth $226K as of Q2 2026.
Burke & Herbert Bank & Trust left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.06% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #232 holding.
Burke & Herbert Bank & Trust first reported a position in Moody's in Q2 2021 and has held it in 16 quarters since.
Burke & Herbert Bank & Trust's Moody's position peaked at $255K in Q4 2025.
1,408 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.