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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
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

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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)
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

Heritage Trust's MCO Position: Q1 2026 in Review

Heritage Trust held its Moody's (MCO) position steady in Q1 2026 at 777 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #257.

Heritage Trust first reported a position in MCO in Q2 2023 and has held it in 11 quarters since. The position peaked at $397K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Heritage Trust held 777 shares of Moody's worth $339K as of Q1 2026.
  • Heritage Trust left its Moody's share count unchanged in Q1 2026.
  • Moody's made up 0.03% of Heritage Trust's portfolio in Q1 2026, its #257 holding.
  • Heritage Trust first reported a position in Moody's in Q2 2023 and has held it in 11 quarters since.
  • Heritage Trust's Moody's position peaked at $397K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

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