Chicago Trust’s Moody's MCO Stock Holding History

Chicago 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 Q3	–	Sell	-512	Closed	-$232K	–	388
2026 Q2	$232K	Hold	512	–	–	0.03%	352
2026 Q1	$223K	Sell	512 -1,106	-68%	-$523K	0.04%	347
2025 Q4	$827K	Sell	1,618 -150	-8%	-$73.2K	0.13%	152
2025 Q3	$842K	Hold	1,768	–	–	0.12%	156
2025 Q2	$887K	Buy	+1,768	New	+$819K	0.12%	150
2022 Q2	–	Sell	-1,686	Closed	-$569K	–	317
2022 Q1	$569K	Buy	1,686 +286	+20%	+$96.2K	0.12%	171
2021 Q4	$547K	Hold	1,400	–	–	0.11%	192
2021 Q3	$497K	Hold	1,400	–	–	0.11%	196
2021 Q2	$507K	Buy	+1,400	New	+$466K	0.12%	180
2017 Q2	–	Sell	-2,000	Closed	-$224K	–	162
2017 Q1	$224K	Buy	+2,000	New	+$214K	0.1%	139
2016 Q4	–	Sell	-2,000	Closed	-$217K	–	161
2016 Q3	$217K	Buy	+2,000	New	+$210K	0.09%	138

Other funds holding MCO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Chicago Trust's MCO Position: Q3 2026 in Review

Chicago Trust sold out of Moody's (MCO) in Q3 2026, closing a stake of 512 shares — an estimated $232K sold.

Chicago Trust first reported a position in MCO in Q3 2016 and held it in 11 quarters. The position peaked at $887K in Q2 2025. 720 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

Chicago Trust reported no remaining Moody's position as of Q3 2026 after selling out during the quarter.
Chicago Trust sold 512 Moody's shares in Q3 2026, an estimated $232K.
Chicago Trust first reported a position in Moody's in Q3 2016 and held it in 11 quarters.
Chicago Trust's Moody's position peaked at $887K in Q2 2025.
720 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Chicago Trust's 13F filing for Q3 2026, filed 28 Oct 2026.