First Citizens Bank & Trust’s Moody's MCO Stock Holding History

First Citizens 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	$265K	Sell	584 -55	-9%	-$24.7K	﹤0.01%	584
2026 Q1	$279K	Buy	639 +174	+37%	+$82.3K	0.01%	567
2025 Q4	$238K	Buy	+465	New	+$227K	0.01%	594
2014 Q1	–	Sell	-69,555	Closed	-$5.46M	–	339
2013 Q4	$5.46M	Sell	69,555 -19,370	-22%	-$1.42M	0.5%	72
2013 Q3	$6.25M	Buy	88,925 +70,829	+391%	+$4.65M	0.24%	117
2013 Q2	$1.1M	Buy	+18,096	New	+$1.1M	0.05%	367

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

First Citizens Bank & Trust reduced its Moody's (MCO) stake by 8.6% in Q2 2026, selling an estimated $24.7K and leaving 584 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

First Citizens Bank & Trust first reported a position in MCO in Q2 2013 and has held it in 6 quarters since. The position peaked at $6.25M in Q3 2013. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

First Citizens Bank & Trust held 584 shares of Moody's worth $265K as of Q2 2026.
First Citizens Bank & Trust sold 55 Moody's shares in Q2 2026, an estimated $24.7K.
Moody's made up ﹤0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #584 holding.
First Citizens Bank & Trust first reported a position in Moody's in Q2 2013 and has held it in 6 quarters since.
First Citizens Bank & Trust's Moody's position peaked at $6.25M in Q3 2013.
1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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