Equitable Trust’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.34M | Buy |
3,079
+45
| +1% | +$21.3K | 0.06% | 194 |
|
|
2025
Q4 | $1.55M | Hold |
3,034
| – | – | 0.07% | 182 |
|
|
2025
Q3 | $1.45M | Hold |
3,034
| – | – | 0.07% | 187 |
|
|
2025
Q2 | $1.52M | Hold |
3,034
| – | – | 0.08% | 175 |
|
|
2025
Q1 | $1.41M | Sell |
3,034
-79
| -3% | -$38.1K | 0.08% | 180 |
|
|
2024
Q4 | $1.47M | Hold |
3,113
| – | – | 0.08% | 174 |
|
|
2024
Q3 | $1.48M | Sell |
3,113
-127
| -4% | -$58.9K | 0.09% | 160 |
|
|
2024
Q2 | $1.36M | Hold |
3,240
| – | – | 0.09% | 153 |
|
|
2024
Q1 | $1.27M | Sell |
3,240
-204
| -6% | -$78.7K | 0.09% | 166 |
|
|
2023
Q4 | $1.35M | Sell |
3,444
-81
| -2% | -$28.1K | 0.1% | 147 |
|
|
2023
Q3 | $1.11M | Hold |
3,525
| – | – | 0.09% | 156 |
|
|
2023
Q2 | $1.23M | Sell |
3,525
-510
| -13% | -$162K | 0.09% | 151 |
|
|
2023
Q1 | $1.23M | Sell |
4,035
-200
| -5% | -$60.4K | 0.1% | 153 |
|
|
2022
Q4 | $1.18M | Sell |
4,235
-405
| -9% | -$111K | 0.09% | 164 |
|
|
2022
Q3 | $1.13M | Sell |
4,640
-672
| -13% | -$195K | 0.09% | 157 |
|
|
2022
Q2 | $1.44M | Sell |
5,312
-1,217
| -19% | -$364K | 0.11% | 149 |
|
|
2022
Q1 | $2.2M | Sell |
6,529
-339
| -5% | -$114K | 0.14% | 131 |
|
|
2021
Q4 | $2.68M | Sell |
6,868
-794
| -10% | -$306K | 0.17% | 118 |
|
|
2021
Q3 | $2.72M | Sell |
7,662
-999
| -12% | -$376K | 0.17% | 114 |
|
|
2021
Q2 | $3.14M | Sell |
8,661
-697
| -7% | -$232K | 0.2% | 109 |
|
|
2021
Q1 | $2.79M | Sell |
9,358
-1,380
| -13% | -$389K | 0.21% | 113 |
|
|
2020
Q4 | $3.12M | Buy |
10,738
+37
| +0.3% | +$10.3K | 0.23% | 107 |
|
|
2020
Q3 | $3.1M | Sell |
10,701
-1,138
| -10% | -$325K | 0.26% | 97 |
|
|
2020
Q2 | $3.25M | Buy |
11,839
+176
| +2% | +$44.7K | 0.3% | 86 |
|
|
2020
Q1 | $2.47M | Buy |
11,663
+5,918
| +103% | +$1.44M | 0.27% | 97 |
|
|
2019
Q4 | $1.36M | Sell |
5,745
-30
| -0.5% | -$6.67K | 0.13% | 129 |
|
|
2019
Q3 | $1.18M | Buy |
5,775
+30
| +0.5% | +$6.29K | 0.12% | 134 |
|
|
2019
Q2 | $1.12M | Sell |
5,745
-24
| -0.4% | -$4.55K | 0.12% | 141 |
|
|
2019
Q1 | $1.04M | Sell |
5,769
-8,196
| -59% | -$1.35M | 0.12% | 146 |
|
|
2018
Q4 | $1.96M | Buy |
13,965
+1,727
| +14% | +$261K | 0.26% | 97 |
|
|
2018
Q3 | $2.05M | Sell |
12,238
-443
| -3% | -$77.9K | 0.24% | 107 |
|
|
2018
Q2 | $2.16M | Buy |
+12,681
| New | +$2.15M | 0.27% | 103 |
|
Other funds holding MCO
VCM
VPM
PAM
Equitable Trust's MCO Position: Q1 2026 in Review
Equitable Trust increased its Moody's (MCO) stake by 1.5% in Q1 2026, buying an estimated $21.3K and bringing the position to 3,079 shares worth $1.34M. The position accounts for 0.06% of the portfolio, ranked #194.
Equitable Trust first reported a position in MCO in Q2 2018 and has held it in 32 quarters since. The position peaked at $3.25M in Q2 2020. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.
- Equitable Trust held 3,079 shares of Moody's worth $1.34M as of Q1 2026.
- Equitable Trust bought 45 Moody's shares in Q1 2026, an estimated $21.3K.
- Moody's made up 0.06% of Equitable Trust's portfolio in Q1 2026, its #194 holding.
- Equitable Trust first reported a position in Moody's in Q2 2018 and has held it in 32 quarters since.
- Equitable Trust's Moody's position peaked at $3.25M in Q2 2020.
- 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.
Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.