Spinnaker Trust’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
Q1 | $803K | Hold |
1,840
| – | – | 0.04% | 162 |
|
|
2025
Q4 | $940K | Hold |
1,840
| – | – | 0.05% | 155 |
|
|
2025
Q3 | $877K | Hold |
1,840
| – | – | 0.05% | 157 |
|
|
2025
Q2 | $923K | Hold |
1,840
| – | – | 0.06% | 155 |
|
|
2025
Q1 | $857K | Hold |
1,840
| – | – | 0.06% | 154 |
|
|
2024
Q4 | $871K | Hold |
1,840
| – | – | 0.05% | 153 |
|
|
2024
Q3 | $873K | Hold |
1,840
| – | – | 0.05% | 153 |
|
|
2024
Q2 | $775K | Hold |
1,840
| – | – | 0.05% | 162 |
|
|
2024
Q1 | $723K | Buy |
1,840
+55
| +3% | +$21.2K | 0.05% | 165 |
|
|
2023
Q4 | $697K | Hold |
1,785
| – | – | 0.05% | 162 |
|
|
2023
Q3 | $564K | Buy |
1,785
+200
| +13% | +$68K | 0.04% | 165 |
|
|
2023
Q2 | $551K | Hold |
1,585
| – | – | 0.04% | 165 |
|
|
2023
Q1 | $485K | Hold |
1,585
| – | – | 0.04% | 167 |
|
|
2022
Q4 | $442K | Hold |
1,585
| – | – | 0.03% | 182 |
|
|
2022
Q3 | $385K | Hold |
1,585
| – | – | 0.03% | 196 |
|
|
2022
Q2 | $431K | Hold |
1,585
| – | – | 0.03% | 197 |
|
|
2022
Q1 | $535K | Hold |
1,585
| – | – | 0.04% | 184 |
|
|
2021
Q4 | $619K | Hold |
1,585
| – | – | 0.04% | 179 |
|
|
2021
Q3 | $563K | Hold |
1,585
| – | – | 0.04% | 177 |
|
|
2021
Q2 | $574K | Hold |
1,585
| – | – | 0.04% | 175 |
|
|
2021
Q1 | $473K | Sell |
1,585
-80
| -5% | -$22.5K | 0.04% | 173 |
|
|
2020
Q4 | $483K | Hold |
1,665
| – | – | 0.04% | 165 |
|
|
2020
Q3 | $482K | Hold |
1,665
| – | – | 0.04% | 157 |
|
|
2020
Q2 | $457K | Sell |
1,665
-200
| -11% | -$50.8K | 0.04% | 156 |
|
|
2020
Q1 | $394K | Sell |
1,865
-250
| -12% | -$60.8K | 0.04% | 171 |
|
|
2019
Q4 | $502K | Sell |
2,115
-21
| -1% | -$4.67K | 0.05% | 173 |
|
|
2019
Q3 | $437K | Buy |
2,136
+21
| +1% | +$4.4K | 0.04% | 180 |
|
|
2019
Q2 | $413K | Hold |
2,115
| – | – | 0.04% | 178 |
|
|
2019
Q1 | $383K | Buy |
+2,115
| New | +$348K | 0.04% | 179 |
|
|
2018
Q4 | – | Sell |
-1,400
| Closed | -$234K | – | 225 |
|
|
2018
Q3 | $234K | Hold |
1,400
| – | – | 0.02% | 211 |
|
|
2018
Q2 | $238K | Hold |
1,400
| – | – | 0.03% | 195 |
|
|
2018
Q1 | $225K | Hold |
1,400
| – | – | 0.02% | 200 |
|
|
2017
Q4 | $206K | Buy |
+1,400
| New | +$205K | 0.02% | 207 |
|
Other funds holding MCO
VCM
VPM
PAM
Spinnaker Trust's MCO Position: Q1 2026 in Review
Spinnaker Trust held its Moody's (MCO) position steady in Q1 2026 at 1,840 shares worth $803K. The position accounts for 0.04% of the portfolio, ranked #162.
Spinnaker Trust first reported a position in MCO in Q4 2017 and has held it in 33 quarters since. The position peaked at $940K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.
- Spinnaker Trust held 1,840 shares of Moody's worth $803K as of Q1 2026.
- Spinnaker Trust left its Moody's share count unchanged in Q1 2026.
- Moody's made up 0.04% of Spinnaker Trust's portfolio in Q1 2026, its #162 holding.
- Spinnaker Trust first reported a position in Moody's in Q4 2017 and has held it in 33 quarters since.
- Spinnaker Trust's Moody's position peaked at $940K in Q4 2025.
- 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.
Based on Spinnaker Trust's 13F filing for Q1 2026, filed 23 Apr 2026.