CT
MCO icon

Colonial Trust’s Moody's MCO Stock Holding History

Colonial 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 		$3.49K Sell
8
-6
-43% -$2.84K ﹤0.01% 927
2025
Q4 		$7.15K Hold
14
– – ﹤0.01% 806
2025
Q3 		$6.67K Hold
14
– – ﹤0.01% 797
2025
Q2 		$7.02K Buy
14
+6
+75% +$2.78K ﹤0.01% 789
2025
Q1 		$3.73K Sell
8
-43
-84% -$20.7K ﹤0.01% 882
2024
Q4 		$24.1K Buy
51
+43
+538% +$20.5K ﹤0.01% 750
2024
Q3 		$3.79K Buy
8
+1
+14% +$463 ﹤0.01% 910
2024
Q2 		$2.94K Hold
7
– – ﹤0.01% 905
2024
Q1 		$2.73K Buy
+7
New +$2.7K ﹤0.01% 903

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Colonial Trust's MCO Position: Q1 2026 in Review

Colonial Trust reduced its Moody's (MCO) stake by 43% in Q1 2026, selling an estimated $2.84K and leaving 8 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Colonial Trust first reported a position in MCO in Q1 2024 and has held it in 9 quarters since. The position peaked at $24.1K in Q4 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Colonial Trust held 8 shares of Moody's worth $3.49K as of Q1 2026.
  • Colonial Trust sold 6 Moody's shares in Q1 2026, an estimated $2.84K.
  • Moody's made up ﹤0.01% of Colonial Trust's portfolio in Q1 2026, its #927 holding.
  • Colonial Trust first reported a position in Moody's in Q1 2024 and has held it in 9 quarters since.
  • Colonial Trust's Moody's position peaked at $24.1K in Q4 2024.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.