Independence Bank of Kentucky’s Moody's MCO Stock Holding History

Independence Bank of Kentucky’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	$340K	Sell	750 -25	-3%	-$11.2K	0.04%	244
2026 Q1	$338K	Buy	775 +6	+0.8%	+$2.84K	0.04%	236
2025 Q4	$393K	Buy	769 +11	+1%	+$5.37K	0.05%	225
2025 Q3	$361K	Hold	758	–	–	0.05%	231
2025 Q2	$380K	Hold	758	–	–	0.05%	224
2025 Q1	$353K	Hold	758	–	–	0.06%	226
2024 Q4	$359K	Hold	758	–	–	0.06%	227
2024 Q3	$360K	Buy	758 +750	+9,375%	+$348K	0.08%	201
2024 Q2	$3.37K	Hold	8	–	–	﹤0.01%	500
2024 Q1	$3.14K	Hold	8	–	–	﹤0.01%	492
2023 Q4	$3.12K	Hold	8	–	–	﹤0.01%	486
2023 Q3	$2.53K	Hold	8	–	–	﹤0.01%	463
2023 Q2	$2.78K	Buy	+8	New	+$2.54K	﹤0.01%	469

Other funds holding MCO

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

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

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Independence Bank of Kentucky's MCO Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its Moody's (MCO) stake by 3.2% in Q2 2026, selling an estimated $11.2K and leaving 750 shares worth $340K. The position accounts for 0.04% of the portfolio, ranked #244.

Independence Bank of Kentucky first reported a position in MCO in Q2 2023 and has held it in 13 quarters since. The position peaked at $393K in Q4 2025. 773 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Independence Bank of Kentucky held 750 shares of Moody's worth $340K as of Q2 2026.
Independence Bank of Kentucky sold 25 Moody's shares in Q2 2026, an estimated $11.2K.
Moody's made up 0.04% of Independence Bank of Kentucky's portfolio in Q2 2026, its #244 holding.
Independence Bank of Kentucky first reported a position in Moody's in Q2 2023 and has held it in 13 quarters since.
Independence Bank of Kentucky's Moody's position peaked at $393K in Q4 2025.
773 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.