Heritage Trust’s Moody's MCO Stock Holding History

Heritage 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 Q3	$307K	Sell	676 -101	-13%	-$49K	0.03%	275
2026 Q2	$352K	Hold	777	–	–	0.03%	261
2026 Q1	$339K	Hold	777	–	–	0.03%	257
2025 Q4	$397K	Buy	777 +2	+0.3%	+$976	0.04%	232
2025 Q3	$369K	Hold	775	–	–	0.04%	244
2025 Q2	$389K	Hold	775	–	–	0.04%	231
2025 Q1	$361K	Hold	775	–	–	0.04%	241
2024 Q4	$367K	Buy	+775	New	+$370K	0.04%	241
2024 Q2	$326K	Hold	775	–	–	0.04%	231
2024 Q1	$305K	Sell	775 -12	-2%	-$4.63K	0.04%	230
2023 Q4	$307K	Buy	787 +12	+2%	+$4.17K	0.04%	231
2023 Q3	$245K	Hold	775	–	–	0.04%	234
2023 Q2	$269K	Buy	+775	New	+$246K	0.04%	233

Other funds holding MCO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Heritage Trust's MCO Position: Q3 2026 in Review

Heritage Trust reduced its Moody's (MCO) stake by 13% in Q3 2026, selling an estimated $49K and leaving 676 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #275.

Heritage Trust first reported a position in MCO in Q2 2023 and has held it in 13 quarters since. The position peaked at $397K in Q4 2025. 783 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

Heritage Trust held 676 shares of Moody's worth $307K as of Q3 2026.
Heritage Trust sold 101 Moody's shares in Q3 2026, an estimated $49K.
Moody's made up 0.03% of Heritage Trust's portfolio in Q3 2026, its #275 holding.
Heritage Trust first reported a position in Moody's in Q2 2023 and has held it in 13 quarters since.
Heritage Trust's Moody's position peaked at $397K in Q4 2025.
783 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Heritage Trust's 13F filing for Q3 2026, filed 9 Nov 2026.