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 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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heritage Trust's MCO Position: Q2 2026 in Review

Heritage Trust held its Moody's (MCO) position steady in Q2 2026 at 777 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #261.

Heritage Trust first reported a position in MCO in Q2 2023 and has held it in 12 quarters since. The position peaked at $397K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Heritage Trust held 777 shares of Moody's worth $352K as of Q2 2026.
Heritage Trust left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.03% of Heritage Trust's portfolio in Q2 2026, its #261 holding.
Heritage Trust first reported a position in Moody's in Q2 2023 and has held it in 12 quarters since.
Heritage Trust's Moody's position peaked at $397K in Q4 2025.
1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.