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Grove Bank & Trust’s Moody's MCO Stock Holding History

Grove 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 		$201K Hold
444
– – 0.02% 269
2026
Q1 		$194K Hold
444
– – 0.02% 262
2025
Q4 		$227K Hold
444
– – 0.03% 245
2025
Q3 		$212K Hold
444
– – 0.02% 241
2025
Q2 		$223K Buy
444
+12
+3% +$5.56K 0.03% 234
2025
Q1 		$201K Hold
432
– – 0.03% 237
2024
Q4 		$204K Buy
432
+51
+13% +$24.3K 0.03% 218
2024
Q3 		$181K Buy
381
+43
+13% +$19.9K 0.03% 232
2024
Q2 		$142K Hold
338
– – 0.02% 256
2024
Q1 		$133K Hold
338
– – 0.02% 266
2023
Q4 		$132K Hold
338
– – 0.02% 259
2023
Q3 		$107K Sell
338
-5
-1% -$1.7K 0.02% 278
2023
Q2 		$119K Sell
343
-13
-4% -$4.12K 0.02% 272
2023
Q1 		$109K Buy
356
+22
+7% +$6.65K 0.02% 281
2022
Q4 		$93K Buy
+334
New +$91.4K 0.02% 296
2022
Q1 		– Sell
-544
Closed -$212K – 237
2021
Q4 		$212K Buy
+544
New +$210K 0.04% 223
2018
Q1 		– Sell
-901
Closed -$133K – 339
2017
Q4 		$133K Hold
901
– – 0.06% 201
2017
Q3 		$125K Buy
901
+550
+157% +$72.3K 0.06% 205
2017
Q2 		$43K Buy
351
+177
+102% +$20.7K 0.03% 270
2017
Q1 		$19K Hold
174
– – 0.02% 303
2016
Q4 		$16K Buy
+174
New +$17.6K 0.01% 337

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

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

Grove Bank & Trust held its Moody's (MCO) position steady in Q2 2026 at 444 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #269.

Grove Bank & Trust first reported a position in MCO in Q4 2016 and has held it in 21 quarters since. The position peaked at $227K in Q4 2025. 224 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Grove Bank & Trust held 444 shares of Moody's worth $201K as of Q2 2026.
  • Grove Bank & Trust left its Moody's share count unchanged in Q2 2026.
  • Moody's made up 0.02% of Grove Bank & Trust's portfolio in Q2 2026, its #269 holding.
  • Grove Bank & Trust first reported a position in Moody's in Q4 2016 and has held it in 21 quarters since.
  • Grove Bank & Trust's Moody's position peaked at $227K in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.