LPT
MCO icon

Legacy Private Trust’s Moody's MCO Stock Holding History

Legacy Private 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 		$476K Sell
1,050
-90
-8% -$40.4K 0.03% 209
2026
Q1 		$497K Sell
1,140
-5
-0.4% -$2.37K 0.03% 204
2025
Q4 		$585K Hold
1,145
– – 0.03% 193
2025
Q3 		$546K Sell
1,145
-5
-0.4% -$2.52K 0.03% 191
2025
Q2 		$577K Sell
1,150
-10
-0.9% -$4.63K 0.04% 186
2025
Q1 		$540K Hold
1,160
– – 0.04% 181
2024
Q4 		$549K Hold
1,160
– – 0.04% 182
2024
Q3 		$551K Sell
1,160
-37
-3% -$17.1K 0.04% 179
2024
Q2 		$504K Hold
1,197
– – 0.04% 177
2024
Q1 		$470K Sell
1,197
-35
-3% -$13.5K 0.03% 182
2023
Q4 		$481K Hold
1,232
– – 0.04% 174
2023
Q3 		$390K Hold
1,232
– – 0.03% 194
2023
Q2 		$428K Sell
1,232
-82
-6% -$26K 0.04% 184
2023
Q1 		$402K Hold
1,314
– – 0.03% 186
2022
Q4 		$366K Hold
1,314
– – 0.03% 188
2022
Q3 		$319K Sell
1,314
-20
-1% -$5.81K 0.03% 192
2022
Q2 		$363K Sell
1,334
-126
-9% -$37.7K 0.03% 182
2022
Q1 		$493K Sell
1,460
-371
-20% -$125K 0.04% 192
2021
Q4 		$715K Hold
1,831
– – 0.05% 170
2021
Q3 		$650K Sell
1,831
-15
-0.8% -$5.65K 0.05% 167
2021
Q2 		$669K Hold
1,846
– – 0.06% 166
2021
Q1 		$551K Sell
1,846
-271
-13% -$76.3K 0.05% 170
2020
Q4 		$614K Sell
2,117
-45
-2% -$12.6K 0.06% 157
2020
Q3 		$627K Sell
2,162
-10
-0.5% -$2.85K 0.06% 149
2020
Q2 		$597K Sell
2,172
-418
-16% -$106K 0.07% 145
2020
Q1 		$548K Sell
2,590
-1,289
-33% -$313K 0.07% 143
2019
Q4 		$921K Sell
3,879
-100
-3% -$22.2K 0.1% 145
2019
Q3 		$815K Sell
3,979
-245
-6% -$51.4K 0.09% 145
2019
Q2 		$825K Sell
4,224
-121
-3% -$23K 0.09% 145
2019
Q1 		$787K Sell
4,345
-1,034
-19% -$170K 0.09% 140
2018
Q4 		$753K Sell
5,379
-1,234
-19% -$186K 0.1% 145
2018
Q3 		$1.11M Buy
6,613
+38
+0.6% +$6.68K 0.13% 128
2018
Q2 		$1.12M Sell
6,575
-676
-9% -$114K 0.13% 129
2018
Q1 		$1.17M Sell
7,251
-871
-11% -$141K 0.14% 127
2017
Q4 		$1.2M Sell
8,122
-640
-7% -$93.8K 0.14% 122
2017
Q3 		$1.22M Sell
8,762
-3,027
-26% -$398K 0.15% 121
2017
Q2 		$1.43M Sell
11,789
-2,585
-18% -$303K 0.18% 109
2017
Q1 		$1.61M Sell
14,374
-6,360
-31% -$682K 0.21% 111
2016
Q4 		$1.96M Sell
20,734
-21,779
-51% -$2.2M 0.27% 102
2016
Q3 		$4.6M Buy
42,513
+30,165
+244% +$3.17M 0.63% 43
2016
Q2 		$1.16M Sell
12,348
-1,360
-10% -$131K 0.17% 120
2016
Q1 		$1.32M Buy
13,708
+1,193
+10% +$107K 0.2% 113
2015
Q4 		$1.26M Buy
12,515
+7,340
+142% +$735K 0.19% 116
2015
Q3 		$508K Buy
+5,175
New +$551K 0.08% 173

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Legacy Private Trust's MCO Position: Q2 2026 in Review

Legacy Private Trust reduced its Moody's (MCO) stake by 7.9% in Q2 2026, selling an estimated $40.4K and leaving 1,050 shares worth $476K. The position accounts for 0.03% of the portfolio, ranked #209.

Legacy Private Trust first reported a position in MCO in Q3 2015 and has held it in 44 quarters since. The position peaked at $4.6M in Q3 2016. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Legacy Private Trust held 1,050 shares of Moody's worth $476K as of Q2 2026.
  • Legacy Private Trust sold 90 Moody's shares in Q2 2026, an estimated $40.4K.
  • Moody's made up 0.03% of Legacy Private Trust's portfolio in Q2 2026, its #209 holding.
  • Legacy Private Trust first reported a position in Moody's in Q3 2015 and has held it in 44 quarters since.
  • Legacy Private Trust's Moody's position peaked at $4.6M in Q3 2016.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.