DWT
MCO icon

Dorsey & Whitney Trust’s Moody's MCO Stock Holding History

Dorsey & Whitney 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 		$572K Buy
1,312
+38
+3% +$18K 0.03% 411
2025
Q4 		$651K Buy
1,274
+72
+6% +$35.1K 0.03% 372
2025
Q3 		$573K Buy
1,202
+57
+5% +$28.7K 0.03% 393
2025
Q2 		$575K Sell
1,145
-201
-15% -$93.1K 0.03% 390
2025
Q1 		$627K Sell
1,346
-125
-8% -$60.2K 0.04% 364
2024
Q4 		$696K Buy
1,471
+25
+2% +$11.9K 0.04% 326
2024
Q3 		$686K Buy
1,446
+125
+9% +$57.9K 0.04% 338
2024
Q2 		$556K Sell
1,321
-301
-19% -$120K 0.04% 330
2024
Q1 		$637K Buy
1,622
+152
+10% +$58.6K 0.04% 299
2023
Q4 		$574K Sell
1,470
-137
-9% -$47.6K 0.04% 314
2023
Q3 		$508K Buy
1,607
+6
+0.4% +$2.04K 0.04% 315
2023
Q2 		$557K Buy
1,601
+581
+57% +$184K 0.05% 304
2023
Q1 		$312K Sell
1,020
-1
-0.1% -$302 0.03% 417
2022
Q4 		$284K Buy
1,021
+36
+4% +$9.85K 0.03% 423
2022
Q3 		$240K Buy
985
+67
+7% +$19.5K 0.03% 462
2022
Q2 		$249K Buy
918
+5
+0.5% +$1.5K 0.03% 449
2022
Q1 		$308K Buy
913
+19
+2% +$6.39K 0.03% 411
2021
Q4 		$348K Buy
894
+108
+14% +$41.7K 0.03% 371
2021
Q3 		$279K Hold
786
– – 0.03% 419
2021
Q2 		$285K Sell
786
-104
-12% -$34.6K 0.03% 413
2021
Q1 		$266K Hold
890
– – 0.03% 414
2020
Q4 		$258K Sell
890
-7
-0.8% -$1.96K 0.03% 385
2020
Q3 		$259K Sell
897
-56
-6% -$16K 0.03% 338
2020
Q2 		$255K Buy
+953
New +$242K 0.04% 341

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

Dorsey & Whitney Trust's MCO Position: Q1 2026 in Review

Dorsey & Whitney Trust increased its Moody's (MCO) stake by 3% in Q1 2026, buying an estimated $18K and bringing the position to 1,312 shares worth $572K. The position accounts for 0.03% of the portfolio, ranked #411.

Dorsey & Whitney Trust first reported a position in MCO in Q2 2020 and has held it in 24 quarters since. The position peaked at $696K in Q4 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Dorsey & Whitney Trust held 1,312 shares of Moody's worth $572K as of Q1 2026.
  • Dorsey & Whitney Trust bought 38 Moody's shares in Q1 2026, an estimated $18K.
  • Moody's made up 0.03% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #411 holding.
  • Dorsey & Whitney Trust first reported a position in Moody's in Q2 2020 and has held it in 24 quarters since.
  • Dorsey & Whitney Trust's Moody's position peaked at $696K in Q4 2024.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.