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Davidson Trust Company’s Moody's MCO Stock Holding History

Davidson Trust Company’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 		$743K Hold
1,641
– – 0.29% 89
2026
Q1 		$716K Hold
1,641
– – 0.31% 85
2025
Q4 		$838K Sell
1,641
-33
-2% -$16.1K 0.35% 73
2025
Q3 		$798K Buy
1,674
+33
+2% +$16.6K 0.33% 75
2025
Q2 		$823K Hold
1,641
– – 0.38% 67
2025
Q1 		$764K Buy
+1,641
New +$791K 0.36% 68

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Davidson Trust Company's MCO Position: Q2 2026 in Review

Davidson Trust Company held its Moody's (MCO) position steady in Q2 2026 at 1,641 shares worth $743K. The position accounts for 0.29% of the portfolio, ranked #89.

Davidson Trust Company first reported a position in MCO in Q1 2025 and has held it in 6 quarters since. The position peaked at $838K in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Davidson Trust Company held 1,641 shares of Moody's worth $743K as of Q2 2026.
  • Davidson Trust Company left its Moody's share count unchanged in Q2 2026.
  • Moody's made up 0.29% of Davidson Trust Company's portfolio in Q2 2026, its #89 holding.
  • Davidson Trust Company first reported a position in Moody's in Q1 2025 and has held it in 6 quarters since.
  • Davidson Trust Company's Moody's position peaked at $838K in Q4 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Davidson Trust Company's 13F filing for Q2 2026, filed 29 Jul 2026.