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Cape Ann Savings Bank’s Moody's MCO Stock Holding History

Cape Ann Savings 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
Q2 		$285K Hold
630
– – 0.13% 97
2026
Q1 		$275K Sell
630
-30
-5% -$14.2K 0.14% 99
2025
Q4 		$337K Hold
660
– – 0.17% 80
2025
Q3 		$314K Buy
+660
New +$333K 0.17% 82

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Cape Ann Savings Bank's MCO Position: Q2 2026 in Review

Cape Ann Savings Bank held its Moody's (MCO) position steady in Q2 2026 at 630 shares worth $285K. The position accounts for 0.13% of the portfolio, ranked #97.

Cape Ann Savings Bank first reported a position in MCO in Q3 2025 and has held it in 4 quarters since. The position peaked at $337K in Q4 2025. 715 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Cape Ann Savings Bank held 630 shares of Moody's worth $285K as of Q2 2026.
  • Cape Ann Savings Bank left its Moody's share count unchanged in Q2 2026.
  • Moody's made up 0.13% of Cape Ann Savings Bank's portfolio in Q2 2026, its #97 holding.
  • Cape Ann Savings Bank first reported a position in Moody's in Q3 2025 and has held it in 4 quarters since.
  • Cape Ann Savings Bank's Moody's position peaked at $337K in Q4 2025.
  • 715 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Cape Ann Savings Bank's 13F filing for Q2 2026, filed 4 Aug 2026.