NBT Bank’s Moody's MCO Stock Holding History

NBT Bank’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 Q1	$185K	Sell	423 -533	-56%	-$252K	0.01%	371
2025 Q4	$231K	Buy	956 +35	+4%	+$17.1K	0.01%	356
2025 Q3	$216K	Buy	921 +443	+93%	+$223K	0.01%	365
2025 Q2	$240K	Sell	478 -15	-3%	-$6.95K	0.02%	349
2025 Q1	$230K	Sell	493 -205	-29%	-$98.8K	0.02%	356
2024 Q4	$330K	Hold	698	–	–	0.02%	310
2024 Q3	$331K	Sell	698 -104	-13%	-$48.2K	0.02%	327
2024 Q2	$338K	Sell	802 -179	-18%	-$71.2K	0.02%	314
2024 Q1	$386K	Hold	981	–	–	0.03%	303
2023 Q4	$383K	Buy	981 +8	+0.8%	+$2.78K	0.03%	293
2023 Q3	$308K	Buy	+973	New	+$331K	0.03%	263

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

PAM

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

NBT Bank's MCO Position: Q1 2026 in Review

NBT Bank reduced its Moody's (MCO) stake by 56% in Q1 2026, selling an estimated $252K and leaving 423 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #371.

NBT Bank first reported a position in MCO in Q3 2023 and has held it in 11 quarters since. The position peaked at $386K in Q1 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

NBT Bank held 423 shares of Moody's worth $185K as of Q1 2026.
NBT Bank sold 533 Moody's shares in Q1 2026, an estimated $252K.
Moody's made up 0.01% of NBT Bank's portfolio in Q1 2026, its #371 holding.
NBT Bank first reported a position in Moody's in Q3 2023 and has held it in 11 quarters since.
NBT Bank's Moody's position peaked at $386K in Q1 2024.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.