Essex Savings Bank’s Moody's MCO Stock Holding History

Essex Savings Bank’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	$1.85M	Buy	4,094 +4	+0.1%	+$1.8K	0.4%	56
2026 Q1	$1.78M	Hold	4,090	–	–	0.39%	52
2025 Q4	$2.09M	Buy	4,090 +4	+0.1%	+$1.95K	0.45%	45
2025 Q3	$1.95M	Sell	4,086 -19	-0.5%	-$9.58K	0.44%	51
2025 Q2	$2.06M	Sell	4,105 -11	-0.3%	-$5.09K	0.49%	45
2025 Q1	$1.92M	Sell	4,116 -3	-0.1%	-$1.45K	0.47%	43
2024 Q4	$1.95M	Hold	4,119	–	–	0.48%	44
2024 Q3	$1.95M	Sell	4,119 -1	-0%	-$463	0.49%	42
2024 Q2	$1.73M	Sell	4,120 -14	-0.3%	-$5.57K	0.47%	45
2024 Q1	$1.61M	Hold	4,134	–	–	0.47%	49
2023 Q4	$1.61M	Sell	4,134 -9	-0.2%	-$3.13K	0.47%	49
2023 Q3	$1.31M	Buy	4,143 +6	+0.1%	+$2.04K	0.44%	50
2023 Q2	$1.44M	Buy	4,137 +95	+2%	+$30.1K	0.48%	48
2023 Q1	$1.24M	Buy	4,042 +9	+0.2%	+$2.72K	0.43%	52
2022 Q4	$1.12M	Sell	4,033 -1	-0%	-$274	0.4%	62
2022 Q3	$980K	Buy	4,034 +8	+0.2%	+$2.32K	0.39%	63
2022 Q2	$1.09M	Buy	4,026 +4	+0.1%	+$1.2K	0.42%	60
2022 Q1	$1.36M	Hold	4,022	–	–	0.45%	54
2021 Q4	$1.57M	Sell	4,022 -2	-0%	-$771	0.53%	45
2021 Q3	$1.53M	Sell	4,024 -8	-0.2%	-$3.02K	0.56%	43
2021 Q2	$1.35M	Sell	4,032 -102	-2%	-$34K	0.52%	47
2021 Q1	$1.14M	Hold	4,134	–	–	0.5%	54
2020 Q4	$1.2M	Sell	4,134 -1	-0%	-$280	0.54%	48
2020 Q3	$1.2M	Sell	4,135 -7	-0.2%	-$2K	0.59%	42
2020 Q2	$1.14M	Buy	4,142 +12	+0.3%	+$3.05K	0.68%	38
2020 Q1	$873K	Hold	4,130	–	–	0.62%	44
2019 Q4	$980K	Hold	4,130	–	–	0.5%	53
2019 Q3	$846K	Sell	4,130 -430	-9%	-$90.1K	0.45%	57
2019 Q2	$891K	Buy	4,560 +30	+0.7%	+$5.69K	0.31%	68
2019 Q1	$820K	Hold	4,530	–	–	0.47%	46
2018 Q4	$634K	Buy	+4,530	New	+$683K	0.4%	59

Other funds holding MCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Essex Savings Bank's MCO Position: Q2 2026 in Review

Essex Savings Bank increased its Moody's (MCO) stake by 0.1% in Q2 2026, buying an estimated $1.8K and bringing the position to 4,094 shares worth $1.85M. The position accounts for 0.4% of the portfolio, ranked #56.

Essex Savings Bank first reported a position in MCO in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.09M in Q4 2025. 773 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Essex Savings Bank held 4,094 shares of Moody's worth $1.85M as of Q2 2026.
Essex Savings Bank bought 4 Moody's shares in Q2 2026, an estimated $1.8K.
Moody's made up 0.4% of Essex Savings Bank's portfolio in Q2 2026, its #56 holding.
Essex Savings Bank first reported a position in Moody's in Q4 2018 and has held it in 31 quarters since.
Essex Savings Bank's Moody's position peaked at $2.09M in Q4 2025.
773 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.