Glenview Trust’s Moody's MCO Stock Holding History

Glenview 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	$4.27M	Buy	9,777 +745	+8%	+$352K	0.07%	169
2025 Q4	$4.61M	Sell	9,032 -861	-9%	-$420K	0.07%	165
2025 Q3	$4.71M	Buy	9,893 +804	+9%	+$405K	0.07%	160
2025 Q2	$4.56M	Sell	9,089 -138	-1%	-$63.9K	0.08%	157
2025 Q1	$4.3M	Buy	9,227 +1	+0%	+$482	0.08%	153
2024 Q4	$4.37M	Hold	9,226	–	–	0.08%	147
2024 Q3	$4.38M	Sell	9,226 -60	-0.6%	-$27.8K	0.08%	150
2024 Q2	$3.91M	Sell	9,286 -350	-4%	-$139K	0.08%	147
2024 Q1	$3.79M	Sell	9,636 -239	-2%	-$92.2K	0.08%	151
2023 Q4	$3.86M	Buy	9,875 +2,959	+43%	+$1.03M	0.09%	141
2023 Q3	$2.19M	Buy	6,916 +307	+5%	+$104K	0.06%	174
2023 Q2	$2.3M	Buy	6,609 +28	+0.4%	+$8.88K	0.06%	168
2023 Q1	$2.01M	Buy	6,581 +55	+0.8%	+$16.6K	0.06%	173
2022 Q4	$1.82M	Buy	6,526 +88	+1%	+$24.1K	0.06%	171
2022 Q3	$1.56M	Hold	6,438	–	–	0.06%	164
2022 Q2	$1.75M	Buy	6,438 +13	+0.2%	+$3.89K	0.06%	158
2022 Q1	$2.17M	Buy	6,425 +250	+4%	+$84.1K	0.07%	155
2021 Q4	$2.41M	Buy	6,175 +1,175	+24%	+$453K	0.08%	148
2021 Q3	$1.78M	Hold	5,000	–	–	0.07%	154
2021 Q2	$1.81M	Hold	5,000	–	–	0.07%	157
2021 Q1	$1.49M	Hold	5,000	–	–	0.06%	161
2020 Q4	$1.45M	Hold	5,000	–	–	0.07%	156
2020 Q3	$1.45M	Hold	5,000	–	–	0.08%	150
2020 Q2	$1.37M	Hold	5,000	–	–	0.08%	153
2020 Q1	$1.06M	Hold	5,000	–	–	0.07%	164
2019 Q4	$1.19M	Hold	5,000	–	–	0.07%	168
2019 Q3	$1.02M	Hold	5,000	–	–	0.06%	176
2019 Q2	$977K	Hold	5,000	–	–	0.06%	182
2019 Q1	$905K	Hold	5,000	–	–	0.06%	191
2018 Q4	$700K	Hold	5,000	–	–	0.05%	201
2018 Q3	$836K	Hold	5,000	–	–	0.05%	195
2018 Q2	$853K	Hold	5,000	–	–	0.06%	169
2018 Q1	$807K	Hold	5,000	–	–	0.06%	195
2017 Q4	$738K	Hold	5,000	–	–	0.05%	197
2017 Q3	$696K	Hold	5,000	–	–	0.05%	192
2017 Q2	$608K	Hold	5,000	–	–	0.05%	203
2017 Q1	$560K	Hold	5,000	–	–	0.04%	210
2016 Q4	$471K	Buy	+5,000	New	+$505K	0.04%	223
2015 Q4	$502K	Buy	+5,000	New	+$501K	0.05%	178
2014 Q4	$479K	Buy	+5,000	New	+$485K	0.05%	170
2013 Q4	$392K	Buy	+5,000	New	+$366K	0.05%	156

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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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) 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

Glenview Trust's MCO Position: Q1 2026 in Review

Glenview Trust increased its Moody's (MCO) stake by 8.2% in Q1 2026, buying an estimated $352K and bringing the position to 9,777 shares worth $4.27M. The position accounts for 0.07% of the portfolio, ranked #169.

Glenview Trust first reported a position in MCO in Q4 2013 and has held it in 41 quarters since. The position peaked at $4.71M in Q3 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Glenview Trust held 9,777 shares of Moody's worth $4.27M as of Q1 2026.
Glenview Trust bought 745 Moody's shares in Q1 2026, an estimated $352K.
Moody's made up 0.07% of Glenview Trust's portfolio in Q1 2026, its #169 holding.
Glenview Trust first reported a position in Moody's in Q4 2013 and has held it in 41 quarters since.
Glenview Trust's Moody's position peaked at $4.71M in Q3 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.