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Haverford Trust Company’s Moody's MCO Stock Holding History

Haverford Trust Company’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 		$272K Sell
601
-641
-52% -$288K ﹤0.01% 374
2026
Q1 		$542K Sell
1,242
-32
-3% -$15.1K 0.01% 292
2025
Q4 		$651K Buy
1,274
+3
+0.2% +$1.46K 0.01% 261
2025
Q3 		$606K Sell
1,271
-96
-7% -$48.4K 0.01% 263
2025
Q2 		$686K Buy
1,367
+149
+12% +$69K 0.01% 263
2025
Q1 		$567K Sell
1,218
-8
-0.7% -$3.85K 0.01% 272
2024
Q4 		$580K Buy
1,226
+3
+0.2% +$1.43K 0.01% 267
2024
Q3 		$580K Buy
1,223
+22
+2% +$10.2K 0.01% 286
2024
Q2 		$506K Buy
1,201
+5
+0.4% +$1.99K 0.01% 292
2024
Q1 		$470K Buy
1,196
+109
+10% +$42K ﹤0.01% 293
2023
Q4 		$425K Hold
1,087
– – ﹤0.01% 289
2023
Q3 		$344K Buy
+1,087
New +$370K ﹤0.01% 301

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Haverford Trust Company's MCO Position: Q2 2026 in Review

Haverford Trust Company reduced its Moody's (MCO) stake by 52% in Q2 2026, selling an estimated $288K and leaving 601 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Haverford Trust Company first reported a position in MCO in Q3 2023 and has held it in 12 quarters since. The position peaked at $686K in Q2 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Haverford Trust Company held 601 shares of Moody's worth $272K as of Q2 2026.
  • Haverford Trust Company sold 641 Moody's shares in Q2 2026, an estimated $288K.
  • Moody's made up ﹤0.01% of Haverford Trust Company's portfolio in Q2 2026, its #374 holding.
  • Haverford Trust Company first reported a position in Moody's in Q3 2023 and has held it in 12 quarters since.
  • Haverford Trust Company's Moody's position peaked at $686K in Q2 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.