First National Bank & Trust Co of Newtown’s Moody's MCO Stock Holding History

First National Bank & Trust Co of Newtown’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	–	Sell	-600	Closed	-$307K	–	146
2025 Q4	$307K	Hold	600	–	–	0.06%	117
2025 Q3	$286K	Hold	600	–	–	0.05%	118
2025 Q2	$301K	Hold	600	–	–	0.06%	119
2025 Q1	$279K	Hold	600	–	–	0.06%	121
2024 Q4	$284K	Hold	600	–	–	0.06%	121
2024 Q3	$285K	Hold	600	–	–	0.05%	120
2024 Q2	$253K	Hold	600	–	–	0.05%	122
2024 Q1	$236K	Hold	600	–	–	0.05%	127
2023 Q4	$234K	Buy	+600	New	+$209K	0.05%	123
2023 Q3	–	Sell	-600	Closed	-$209K	–	130
2023 Q2	$209K	Buy	+600	New	+$190K	0.04%	126
2022 Q2	–	Sell	-600	Closed	-$202K	–	127
2022 Q1	$202K	Hold	600	–	–	0.04%	128
2021 Q4	$234K	Hold	600	–	–	0.05%	118
2021 Q3	$213K	Hold	600	–	–	0.04%	121
2021 Q2	$217K	Buy	+600	New	+$200K	0.04%	121

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

PAM

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

First National Bank & Trust Co of Newtown's MCO Position: Q1 2026 in Review

First National Bank & Trust Co of Newtown sold out of Moody's (MCO) in Q1 2026, closing a stake of 600 shares — an estimated $307K sold.

First National Bank & Trust Co of Newtown first reported a position in MCO in Q2 2021 and held it in 14 quarters. The position peaked at $307K in Q4 2025. 1,378 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

First National Bank & Trust Co of Newtown reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
First National Bank & Trust Co of Newtown sold 600 Moody's shares in Q1 2026, an estimated $307K.
First National Bank & Trust Co of Newtown first reported a position in Moody's in Q2 2021 and held it in 14 quarters.
First National Bank & Trust Co of Newtown's Moody's position peaked at $307K in Q4 2025.
1,378 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on First National Bank & Trust Co of Newtown's 13F filing for Q1 2026, filed 30 Apr 2026.