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 Q1	$109K	Sell	251 -5	-2%	-$2.37K	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

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

SouthState Corp's MCO Position: Q1 2026 in Review

SouthState Corp reduced its Moody's (MCO) stake by 2% in Q1 2026, selling an estimated $2.37K and leaving 251 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #374.

SouthState Corp first reported a position in MCO in Q3 2020 and has held it in 23 quarters since. The position peaked at $206K in Q1 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

SouthState Corp held 251 shares of Moody's worth $109K as of Q1 2026.
SouthState Corp sold 5 Moody's shares in Q1 2026, an estimated $2.37K.
Moody's made up 0.01% of SouthState Corp's portfolio in Q1 2026, its #374 holding.
SouthState Corp first reported a position in Moody's in Q3 2020 and has held it in 23 quarters since.
SouthState Corp's Moody's position peaked at $206K in Q1 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on SouthState Corp's 13F filing for Q1 2026, filed 5 May 2026.