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Crews Bank & Trust’s Moody's MCO Stock Holding History

Crews 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 		$95.1K Hold
210
– – 0.01% 305
2026
Q1 		$91.6K Sell
210
-210
-50% -$99.3K 0.01% 301
2025
Q4 		$215K Sell
420
-1
-0.2% -$488 0.03% 207
2025
Q3 		$201K Hold
421
– – 0.03% 216
2025
Q2 		$211K Hold
421
– – 0.03% 213
2025
Q1 		$196K Hold
421
– – 0.03% 219
2024
Q4 		$199K Buy
+421
New +$201K 0.03% 208

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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

Crews Bank & Trust held its Moody's (MCO) position steady in Q2 2026 at 210 shares worth $95.1K. The position accounts for 0.01% of the portfolio, ranked #305.

Crews Bank & Trust first reported a position in MCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $215K in Q4 2025. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Crews Bank & Trust held 210 shares of Moody's worth $95.1K as of Q2 2026.
  • Crews Bank & Trust left its Moody's share count unchanged in Q2 2026.
  • Moody's made up 0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #305 holding.
  • Crews Bank & Trust first reported a position in Moody's in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's Moody's position peaked at $215K in Q4 2025.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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