Washington Trust Advisors’s Moody's MCO Stock Holding History

Washington Trust Advisors’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	$1.16M	Buy	2,564 +6	+0.2%	+$2.69K	0.09%	108
2026 Q1	$1.12M	Buy	2,558 +3	+0.1%	+$1.42K	0.09%	109
2025 Q4	$1.31M	Sell	2,555 -121	-5%	-$59K	0.1%	100
2025 Q3	$1.28M	Buy	2,676 +121	+5%	+$61K	0.1%	104
2025 Q2	$1.28M	Hold	2,555	–	–	0.1%	89
2025 Q1	$1.19M	Hold	2,555	–	–	0.11%	93
2024 Q4	$1.21M	Hold	2,555	–	–	0.1%	94
2024 Q3	$1.21M	Hold	2,555	–	–	0.1%	90
2024 Q2	$1.08M	Hold	2,555	–	–	0.1%	90
2024 Q1	$1M	Sell	2,555 -106	-4%	-$40.9K	0.09%	95
2023 Q4	$1.04M	Sell	2,661 -10	-0.4%	-$3.48K	0.1%	91
2023 Q3	$844K	Sell	2,671 -5	-0.2%	-$1.7K	0.09%	102
2023 Q2	$930K	Hold	2,676	–	–	0.09%	100
2023 Q1	$819K	Sell	2,676 -59	-2%	-$17.8K	0.08%	105
2022 Q4	$762K	Sell	2,735 -215	-7%	-$58.8K	0.08%	110
2022 Q3	$718K	Sell	2,950 -60	-2%	-$17.4K	0.07%	116
2022 Q2	$819K	Sell	3,010 -4	-0.1%	-$1.2K	0.07%	107
2022 Q1	$1.02M	Buy	3,014 +15	+0.5%	+$5.04K	0.07%	110
2021 Q4	$1.17M	Buy	+2,999	New	+$1.16M	0.08%	107

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Washington Trust Advisors's MCO Position: Q2 2026 in Review

Washington Trust Advisors increased its Moody's (MCO) stake by 0.23% in Q2 2026, buying an estimated $2.69K and bringing the position to 2,564 shares worth $1.16M. The position accounts for 0.09% of the portfolio, ranked #108.

Washington Trust Advisors first reported a position in MCO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.31M in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Washington Trust Advisors held 2,564 shares of Moody's worth $1.16M as of Q2 2026.
Washington Trust Advisors bought 6 Moody's shares in Q2 2026, an estimated $2.69K.
Moody's made up 0.09% of Washington Trust Advisors's portfolio in Q2 2026, its #108 holding.
Washington Trust Advisors first reported a position in Moody's in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's Moody's position peaked at $1.31M in Q4 2025.
1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.