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Trust Asset Management’s Moody's MCO Stock Holding History

Trust Asset Management’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 		$772K Sell
1,704
-27
-2% -$12.1K 0.05% 114
2026
Q1 		$755K Hold
1,731
– – 0.05% 110
2025
Q4 		$884K Sell
1,731
-65
-4% -$31.7K 0.06% 99
2025
Q3 		$856K Hold
1,796
– – 0.06% 105
2025
Q2 		$901K Hold
1,796
– – 0.07% 99
2025
Q1 		$836K Sell
1,796
-24
-1% -$11.6K 0.07% 98
2024
Q4 		$862K Hold
1,820
– – 0.07% 101
2024
Q3 		$864K Hold
1,820
– – 0.07% 100
2024
Q2 		$766K Hold
1,820
– – 0.06% 101
2024
Q1 		$715K Hold
1,820
– – 0.06% 108
2023
Q4 		$711K Hold
1,820
– – 0.07% 98
2023
Q3 		$575K Hold
1,820
– – 0.06% 106
2023
Q2 		$633K Hold
1,820
– – 0.07% 102
2023
Q1 		$557K Buy
1,820
+3
+0.2% +$906 0.06% 104
2022
Q4 		$506K Hold
1,817
– – 0.06% 112
2022
Q3 		$442K Buy
1,817
+118
+7% +$34.3K 0.06% 116
2022
Q2 		$462K Buy
1,699
+75
+5% +$22.4K 0.06% 109
2022
Q1 		$548K Buy
1,624
+60
+4% +$20.2K 0.07% 107
2021
Q4 		$611K Hold
1,564
– – 0.08% 99
2021
Q3 		$555K Buy
1,564
+105
+7% +$39.6K 0.08% 105
2021
Q2 		$529K Buy
1,459
+151
+12% +$50.3K 0.07% 101
2021
Q1 		$391K Buy
1,308
+231
+21% +$65.1K 0.05% 119
2020
Q4 		$313K Buy
1,077
+255
+31% +$71.3K 0.05% 114
2020
Q3 		$238K Buy
+822
New +$235K 0.04% 109

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Trust Asset Management's MCO Position: Q2 2026 in Review

Trust Asset Management reduced its Moody's (MCO) stake by 1.6% in Q2 2026, selling an estimated $12.1K and leaving 1,704 shares worth $772K. The position accounts for 0.05% of the portfolio, ranked #114.

Trust Asset Management first reported a position in MCO in Q3 2020 and has held it in 24 quarters since. The position peaked at $901K in Q2 2025. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Trust Asset Management held 1,704 shares of Moody's worth $772K as of Q2 2026.
  • Trust Asset Management sold 27 Moody's shares in Q2 2026, an estimated $12.1K.
  • Moody's made up 0.05% of Trust Asset Management's portfolio in Q2 2026, its #114 holding.
  • Trust Asset Management first reported a position in Moody's in Q3 2020 and has held it in 24 quarters since.
  • Trust Asset Management's Moody's position peaked at $901K in Q2 2025.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Trust Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.