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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
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 -$224 – 162
2017
Q1 		$224 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

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Chicago Trust's MCO Position: Q2 2026 in Review

Chicago Trust held its Moody's (MCO) position steady in Q2 2026 at 512 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #352.

Chicago Trust first reported a position in MCO in Q3 2016 and has held it in 11 quarters since. The position peaked at $887K in Q2 2025. 204 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Chicago Trust held 512 shares of Moody's worth $232K as of Q2 2026.
  • Chicago Trust left its Moody's share count unchanged in Q2 2026.
  • Moody's made up 0.03% of Chicago Trust's portfolio in Q2 2026, its #352 holding.
  • Chicago Trust first reported a position in Moody's in Q3 2016 and has held it in 11 quarters since.
  • Chicago Trust's Moody's position peaked at $887K in Q2 2025.
  • 204 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.