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National Philanthropic Trust’s Moody's MCO Stock Holding History

National Philanthropic 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 		$5.65M Hold
12,481
– – 0.08% 89
2026
Q1 		$5.44M Hold
12,481
– – 0.06% 94
2025
Q4 		$6.38M Hold
12,481
– – 0.06% 89
2025
Q3 		$5.95M Buy
12,481
+42
+0.3% +$21.2K 0.07% 82
2025
Q2 		$6.24M Buy
12,439
+9
+0.1% +$4.17K 0.08% 75
2025
Q1 		$5.79M Sell
12,430
-12
-0.1% -$5.78K 0.09% 74
2024
Q4 		$5.89M Buy
12,442
+12
+0.1% +$5.73K 0.08% 80
2024
Q3 		$5.9M Sell
12,430
-64
-0.5% -$29.7K 0.11% 72
2024
Q2 		$5.26M Hold
12,494
– – 0.1% 76
2024
Q1 		$4.91M Hold
12,494
– – 0.11% 78
2023
Q4 		$4.88M Buy
+12,494
New +$4.34M 0.13% 75

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

National Philanthropic Trust's MCO Position: Q2 2026 in Review

National Philanthropic Trust held its Moody's (MCO) position steady in Q2 2026 at 12,481 shares worth $5.65M. The position accounts for 0.08% of the portfolio, ranked #89.

National Philanthropic Trust first reported a position in MCO in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.38M in Q4 2025. 1,317 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • National Philanthropic Trust held 12,481 shares of Moody's worth $5.65M as of Q2 2026.
  • National Philanthropic Trust left its Moody's share count unchanged in Q2 2026.
  • Moody's made up 0.08% of National Philanthropic Trust's portfolio in Q2 2026, its #89 holding.
  • National Philanthropic Trust first reported a position in Moody's in Q4 2023 and has held it in 11 quarters since.
  • National Philanthropic Trust's Moody's position peaked at $6.38M in Q4 2025.
  • 1,317 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.