Private Trust Company’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $71.1K | Sell |
157
-14
| -8% | -$6.29K | 0.01% | 1208 |
|
|
2026
Q1 | $74.6K | Sell |
171
-30
| -15% | -$14.2K | 0.01% | 1131 |
|
|
2025
Q4 | $103K | Sell |
201
-47
| -19% | -$22.9K | 0.01% | 1014 |
|
|
2025
Q3 | $118K | Sell |
248
-39
| -14% | -$19.7K | 0.01% | 958 |
|
|
2025
Q2 | $144K | Sell |
287
-157
| -35% | -$72.7K | 0.01% | 828 |
|
|
2025
Q1 | $207K | Sell |
444
-25
| -5% | -$12K | 0.02% | 697 |
|
|
2024
Q4 | $222K | Sell |
469
-29
| -6% | -$13.8K | 0.02% | 651 |
|
|
2024
Q3 | $236K | Sell |
498
-4
| -0.8% | -$1.85K | 0.02% | 635 |
|
|
2024
Q2 | $211K | Buy |
502
+78
| +18% | +$31K | 0.02% | 639 |
|
|
2024
Q1 | $167K | Buy |
424
+57
| +16% | +$22K | 0.02% | 709 |
|
|
2023
Q4 | $143K | Buy |
367
+44
| +14% | +$15.3K | 0.02% | 718 |
|
|
2023
Q3 | $102K | Buy |
323
+3
| +0.9% | +$1.02K | 0.01% | 791 |
|
|
2023
Q2 | $111K | Buy |
320
+107
| +50% | +$33.9K | 0.01% | 770 |
|
|
2023
Q1 | $65.2K | Buy |
213
+4
| +2% | +$1.21K | 0.01% | 913 |
|
|
2022
Q4 | $58K | Sell |
209
-32
| -13% | -$8.75K | 0.01% | 905 |
|
|
2022
Q3 | $59K | Sell |
241
-63
| -21% | -$18.3K | 0.01% | 838 |
|
|
2022
Q2 | $83K | Buy |
+304
| New | +$90.9K | 0.01% | 754 |
|
|
2021
Q1 | – | Sell |
-1,151
| Closed | -$334K | – | 393 |
|
|
2020
Q4 | $334K | Buy |
1,151
+42
| +4% | +$11.7K | 0.06% | 291 |
|
|
2020
Q3 | $321K | Buy |
1,109
+21
| +2% | +$5.99K | 0.06% | 281 |
|
|
2020
Q2 | $302K | Buy |
+1,088
| New | +$276K | 0.06% | 280 |
|
|
2018
Q4 | – | Sell |
-2,068
| Closed | -$345K | – | 366 |
|
|
2018
Q3 | $345K | Buy |
+2,068
| New | +$364K | 0.07% | 286 |
|
|
2017
Q1 | – | Sell |
-2,729
| Closed | -$257K | – | 365 |
|
|
2016
Q4 | $257K | Buy |
+2,729
| New | +$275K | 0.06% | 282 |
|
|
2014
Q4 | – | Sell |
-27
| Closed | -$3K | – | 809 |
|
|
2014
Q3 | $3K | Sell |
27
-4
| -13% | -$367 | ﹤0.01% | 1477 |
|
|
2014
Q2 | $3K | Buy |
31
+22
| +244% | +$1.81K | ﹤0.01% | 1483 |
|
|
2014
Q1 | $1K | Sell |
9
-23
| -72% | -$1.8K | ﹤0.01% | 1650 |
|
|
2013
Q4 | $3K | Hold |
32
| – | – | ﹤0.01% | 1346 |
|
|
2013
Q3 | $2K | Sell |
32
-202
| -86% | -$13.3K | ﹤0.01% | 1424 |
|
|
2013
Q2 | $14K | Buy |
+234
| New | +$14.2K | 0.01% | 741 |
|
Other funds holding MCO
Private Trust Company's MCO Position: Q2 2026 in Review
Private Trust Company reduced its Moody's (MCO) stake by 8.2% in Q2 2026, selling an estimated $6.29K and leaving 157 shares worth $71.1K. The position accounts for 0.01% of the portfolio, ranked #1208.
Private Trust Company first reported a position in MCO in Q2 2013 and has held it in 28 quarters since. The position peaked at $345K in Q3 2018. 1,406 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- Private Trust Company held 157 shares of Moody's worth $71.1K as of Q2 2026.
- Private Trust Company sold 14 Moody's shares in Q2 2026, an estimated $6.29K.
- Moody's made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1208 holding.
- Private Trust Company first reported a position in Moody's in Q2 2013 and has held it in 28 quarters since.
- Private Trust Company's Moody's position peaked at $345K in Q3 2018.
- 1,406 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.