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Loring Wolcott & Coolidge Fiduciary Advisors’s Moody's MCO Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		$851K Sell
1,878
-13
-0.7% -$5.84K 0.01% 195
2026
Q1 		$808K Hold
1,891
– – 0.01% 193
2025
Q4 		$981K Buy
1,891
+10
+0.5% +$4.88K 0.01% 170
2025
Q3 		$902K Sell
1,881
-100
-5% -$50.4K 0.01% 182
2025
Q2 		$994K Sell
1,981
-70
-3% -$32.4K 0.01% 158
2025
Q1 		$884K Sell
2,051
-58
-3% -$27.9K 0.01% 159
2024
Q4 		$1.05M Sell
2,109
-25
-1% -$11.9K 0.01% 162
2024
Q3 		$996K Sell
2,134
-9
-0.4% -$4.17K 0.01% 164
2024
Q2 		$969K Sell
2,143
-20
-0.9% -$7.96K 0.01% 155
2024
Q1 		$820K Sell
2,163
-125
-5% -$48.2K 0.01% 161
2023
Q4 		$897K Hold
2,288
– – 0.01% 157
2023
Q3 		$748K Buy
2,288
+72
+3% +$24.5K 0.01% 167
2023
Q2 		$771K Sell
2,216
-395
-15% -$125K 0.01% 166
2023
Q1 		$799K Buy
2,611
+139
+6% +$42K 0.01% 167
2022
Q4 		$689K Sell
2,472
-847
-26% -$232K 0.01% 174
2022
Q3 		$807K Sell
3,319
-288
-8% -$83.7K 0.01% 158
2022
Q2 		$981K Buy
3,607
+451
+14% +$135K 0.01% 156
2022
Q1 		$1.06M Buy
3,156
+636
+25% +$214K 0.01% 156
2021
Q4 		$984K Sell
2,520
-107
-4% -$41.3K 0.01% 180
2021
Q3 		$933K Hold
2,627
– – 0.01% 171
2021
Q2 		$952K Hold
2,627
– – 0.01% 176
2021
Q1 		$784K Buy
2,627
+19
+0.7% +$5.35K 0.01% 174
2020
Q4 		$757K Buy
2,608
+16
+0.6% +$4.47K 0.01% 173
2020
Q3 		$751K Hold
2,592
– – 0.01% 163
2020
Q2 		$712K Buy
2,592
+115
+5% +$29.2K 0.01% 155
2020
Q1 		$524K Hold
2,477
– – 0.01% 170
2019
Q4 		$588K Buy
2,477
+35
+1% +$7.78K 0.01% 188
2019
Q3 		$500K Buy
2,442
+270
+12% +$56.6K 0.01% 196
2019
Q2 		$424K Sell
2,172
-125
-5% -$23.7K 0.01% 209
2019
Q1 		$416K Sell
2,297
-57
-2% -$9.37K 0.01% 202
2018
Q4 		$330K Sell
2,354
-65
-3% -$9.8K 0.01% 221
2018
Q3 		$404K Hold
2,419
– – 0.01% 214
2018
Q2 		$413K Sell
2,419
-50
-2% -$8.46K 0.01% 216
2018
Q1 		$398K Hold
2,469
– – 0.01% 217
2017
Q4 		$364K Hold
2,469
– – 0.01% 227
2017
Q3 		$344K Hold
2,469
– – 0.01% 226
2017
Q2 		$325K Sell
2,469
-130
-5% -$15.2K 0.01% 224
2017
Q1 		$291K Hold
2,599
– – 0.01% 235
2016
Q4 		$245K Hold
2,599
– – 0.01% 247
2016
Q3 		$281K Buy
2,599
+700
+37% +$73.6K 0.01% 232
2016
Q2 		$178K Sell
1,899
-320
-14% -$30.9K ﹤0.01% 264
2016
Q1 		$214K Hold
2,219
– – 0.01% 239
2015
Q4 		$223K Buy
2,219
+350
+19% +$35.1K 0.01% 257
2015
Q3 		$202K Hold
1,869
– – 0.01% 271
2015
Q2 		$202K Sell
1,869
-95
-5% -$10.2K 0.01% 271
2015
Q1 		$204K Hold
1,964
– – 0.01% 280
2014
Q4 		$188K Hold
1,964
– – ﹤0.01% 284
2014
Q3 		$186K Hold
1,964
– – 0.01% 280
2014
Q2 		$172K Hold
1,964
– – ﹤0.01% 290
2014
Q1 		$156K Buy
1,964
+86
+5% +$6.74K ﹤0.01% 286
2013
Q4 		$147K Sell
1,878
-14
-0.7% -$1.02K ﹤0.01% 289
2013
Q3 		$133K Hold
1,892
– – ﹤0.01% 277
2013
Q2 		$115K Buy
+1,892
New +$115K ﹤0.01% 309

Other funds holding MCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MCO Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Moody's (MCO) stake by 0.69% in Q2 2026, selling an estimated $5.84K and leaving 1,878 shares worth $851K. The position accounts for 0.01% of the portfolio, ranked #195.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MCO in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.06M in Q1 2022. 826 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 1,878 shares of Moody's worth $851K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 13 Moody's shares in Q2 2026, an estimated $5.84K.
  • Moody's made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #195 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Moody's in Q2 2013 and has held it in 53 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Moody's position peaked at $1.06M in Q1 2022.
  • 826 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.