MBT
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Montecito Bank & Trust’s Moody's MCO Stock Holding History

Montecito Bank & 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 		$342K Buy
+754
New +$339K 0.05% 237

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

Montecito Bank & Trust's MCO Position: Q2 2026 in Review

Montecito Bank & Trust opened a new position in Moody's (MCO) in Q2 2026: 754 shares worth $342K. The stake represents 0.05% of the portfolio and ranks #237 among its holdings.

262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Montecito Bank & Trust held 754 shares of Moody's worth $342K as of Q2 2026.
  • Moody's was a new Montecito Bank & Trust position in Q2 2026.
  • Moody's made up 0.05% of Montecito Bank & Trust's portfolio in Q2 2026, its #237 holding.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.