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Sanibel Captiva Trust Company’s Moody's MCO Stock Holding History

Sanibel Captiva Trust Company’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 		$205K Sell
452
-40
-8% -$18K 0.01% 452
2026
Q1 		$215K Hold
492
– – 0.01% 427
2025
Q4 		$251K Buy
492
+11
+2% +$5.37K 0.01% 382
2025
Q3 		$229K Hold
481
– – 0.01% 387
2025
Q2 		$241K Hold
481
– – 0.01% 376
2025
Q1 		$224K Sell
481
-5
-1% -$2.41K 0.01% 369
2024
Q4 		$230K Buy
+486
New +$232K 0.01% 360

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Sanibel Captiva Trust Company's MCO Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its Moody's (MCO) stake by 8.1% in Q2 2026, selling an estimated $18K and leaving 452 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #452.

Sanibel Captiva Trust Company first reported a position in MCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $251K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Sanibel Captiva Trust Company held 452 shares of Moody's worth $205K as of Q2 2026.
  • Sanibel Captiva Trust Company sold 40 Moody's shares in Q2 2026, an estimated $18K.
  • Moody's made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #452 holding.
  • Sanibel Captiva Trust Company first reported a position in Moody's in Q4 2024 and has held it in 7 quarters since.
  • Sanibel Captiva Trust Company's Moody's position peaked at $251K in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.