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Smithfield Trust’s Moody's MCO Stock Holding History

Smithfield 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
Q1 		$1.17M Buy
2,667
+116
+5% +$54.9K 0.05% 153
2025
Q4 		$1.3M Buy
2,551
+9
+0.4% +$4.39K 0.06% 134
2025
Q3 		$1.21M Hold
2,542
– – 0.05% 143
2025
Q2 		$1.27M Hold
2,542
– – 0.06% 137
2025
Q1 		$1.18M Hold
2,542
– – 0.06% 137
2024
Q4 		$1.2M Hold
2,542
– – 0.06% 137
2024
Q3 		$1.2M Hold
2,542
– – 0.06% 138
2024
Q2 		$1.06M Sell
2,542
-268
-10% -$107K 0.06% 140
2024
Q1 		$1.1M Hold
2,810
– – 0.06% 137
2023
Q4 		$1.1M Hold
2,810
– – 0.06% 138
2023
Q3 		$887K Hold
2,810
– – 0.05% 141
2023
Q2 		$978K Buy
2,810
+147
+6% +$46.6K 0.06% 141
2023
Q1 		$812K Sell
2,663
-70
-3% -$21.1K 0.05% 145
2022
Q4 		$763K Sell
2,733
-107
-4% -$29.3K 0.05% 145
2022
Q3 		$693K Hold
2,840
– – 0.05% 146
2022
Q2 		$769K Hold
2,840
– – 0.05% 139
2022
Q1 		$958K Sell
2,840
-30
-1% -$10.1K 0.06% 132
2021
Q4 		$1.12M Hold
2,870
– – 0.07% 126
2021
Q3 		$1.02M Hold
2,870
– – 0.07% 126
2021
Q2 		$1.04M Buy
2,870
+500
+21% +$166K 0.07% 130
2021
Q1 		$708K Sell
2,370
-190
-7% -$53.5K 0.05% 159
2020
Q4 		$743K Sell
2,560
-653
-20% -$183K 0.05% 152
2020
Q3 		$931K Buy
3,213
+18
+0.6% +$5.14K 0.08% 121
2020
Q2 		$877K Buy
3,195
+114
+4% +$29K 0.08% 121
2020
Q1 		$652K Sell
3,081
-21
-0.7% -$5.1K 0.07% 130
2019
Q4 		$736K Sell
3,102
-20
-0.6% -$4.44K 0.07% 137
2019
Q3 		$639K Buy
3,122
+65
+2% +$13.6K 0.06% 137
2019
Q2 		$597K Buy
3,057
+1,450
+90% +$275K 0.06% 139
2019
Q1 		$291K Hold
1,607
– – 0.03% 201
2018
Q4 		$225K Hold
1,607
– – 0.03% 210
2018
Q3 		$269K Hold
1,607
– – 0.03% 228
2018
Q2 		$274K Hold
1,607
– – 0.03% 220
2018
Q1 		$260K Sell
1,607
-100
-6% -$16.2K 0.03% 228
2017
Q4 		$252K Buy
1,707
+264
+18% +$38.7K 0.03% 237
2017
Q3 		$201K Buy
1,443
+16
+1% +$2.1K 0.03% 272
2017
Q2 		$174K Buy
1,427
+90
+7% +$10.5K 0.03% 314
2017
Q1 		$150K Hold
1,337
– – 0.02% 334
2016
Q4 		$126K Hold
1,337
– – 0.02% 366
2016
Q3 		$145K Buy
1,337
+487
+57% +$51.2K 0.03% 334
2016
Q2 		$80K Sell
850
-300
-26% -$29K 0.02% 422
2016
Q1 		$111K Sell
1,150
-200
-15% -$18K 0.02% 367
2015
Q4 		$135K Hold
1,350
– – 0.03% 332
2015
Q3 		$133K Sell
1,350
-400
-23% -$42.6K 0.03% 328
2015
Q2 		$189K Sell
1,750
-100
-5% -$10.8K 0.04% 297
2015
Q1 		$192K Sell
1,850
-300
-14% -$29K 0.04% 318
2014
Q4 		$206K Hold
2,150
– – 0.04% 300
2014
Q3 		$203K Sell
2,150
-150
-7% -$13.7K 0.04% 303
2014
Q2 		$202K Sell
2,300
-242
-10% -$19.9K 0.04% 329
2014
Q1 		$201K Buy
2,542
+292
+13% +$22.9K 0.04% 335
2013
Q4 		$176K Hold
2,250
– – 0.04% 364
2013
Q3 		$158K Hold
2,250
– – 0.04% 363
2013
Q2 		$137K Buy
+2,250
New +$137K 0.03% 370

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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)
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

Smithfield Trust's MCO Position: Q1 2026 in Review

Smithfield Trust increased its Moody's (MCO) stake by 4.5% in Q1 2026, buying an estimated $54.9K and bringing the position to 2,667 shares worth $1.17M. The position accounts for 0.05% of the portfolio, ranked #153.

Smithfield Trust first reported a position in MCO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.3M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Smithfield Trust held 2,667 shares of Moody's worth $1.17M as of Q1 2026.
  • Smithfield Trust bought 116 Moody's shares in Q1 2026, an estimated $54.9K.
  • Moody's made up 0.05% of Smithfield Trust's portfolio in Q1 2026, its #153 holding.
  • Smithfield Trust first reported a position in Moody's in Q2 2013 and has held it in 52 quarters since.
  • Smithfield Trust's Moody's position peaked at $1.3M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.