SouthState Corp’s Moody's MCO Stock Holding History

SouthState Corp’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 Q3	$85.8K	Sell	189 -63	-25%	-$30.6K	﹤0.01%	429
2026 Q2	$114K	Buy	252 +1	+0.4%	+$449	﹤0.01%	411
2026 Q1	$109K	Sell	251 -5	-2%	-$2.36K	0.01%	374
2025 Q4	$131K	Sell	256 -4	-2%	-$1.95K	0.01%	360
2025 Q3	$124K	Sell	260 -74	-22%	-$37.3K	0.01%	369
2025 Q2	$168K	Sell	334 -108	-24%	-$50K	0.01%	356
2025 Q1	$206K	Buy	442 +120	+37%	+$57.8K	0.01%	339
2024 Q4	$152K	Hold	322	–	–	0.01%	277
2024 Q3	$153K	Hold	322	–	–	0.01%	274
2024 Q2	$136K	Buy	322 +62	+24%	+$24.7K	0.01%	281
2024 Q1	$102K	Buy	260 +15	+6%	+$5.78K	0.01%	304
2023 Q4	$95.7K	Sell	245 -60	-20%	-$20.9K	0.01%	293
2023 Q3	$96.4K	Hold	305	–	–	0.01%	286
2023 Q2	$106K	Hold	305	–	–	0.01%	291
2023 Q1	$93.3K	Hold	305	–	–	0.01%	315
2022 Q4	$85K	Hold	305	–	–	0.01%	342
2022 Q3	$74K	Hold	305	–	–	0.01%	344
2022 Q2	$83K	Hold	305	–	–	0.01%	345
2022 Q1	$103K	Sell	305 -6	-2%	-$2.02K	0.01%	356
2021 Q4	$121K	Buy	311 +6	+2%	+$2.31K	0.01%	314
2021 Q3	$108K	Hold	305	–	–	0.01%	290
2021 Q2	$111K	Hold	305	–	–	0.01%	267
2021 Q1	$91K	Hold	305	–	–	0.01%	267
2020 Q4	$89K	Hold	305	–	–	0.01%	264
2020 Q3	$88K	Buy	+305	New	+$87.1K	0.01%	256

Other funds holding MCO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

SouthState Corp's MCO Position: Q3 2026 in Review

SouthState Corp reduced its Moody's (MCO) stake by 25% in Q3 2026, selling an estimated $30.6K and leaving 189 shares worth $85.8K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

SouthState Corp first reported a position in MCO in Q3 2020 and has held it in 25 quarters since. The position peaked at $206K in Q1 2025. 866 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

SouthState Corp held 189 shares of Moody's worth $85.8K as of Q3 2026.
SouthState Corp sold 63 Moody's shares in Q3 2026, an estimated $30.6K.
Moody's made up ﹤0.01% of SouthState Corp's portfolio in Q3 2026, its #429 holding.
SouthState Corp first reported a position in Moody's in Q3 2020 and has held it in 25 quarters since.
SouthState Corp's Moody's position peaked at $206K in Q1 2025.
866 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on SouthState Corp's 13F filing for Q3 2026, filed 9 Nov 2026.