WhitTier Trust Company’s Moody's MCO Stock Holding History

WhitTier Trust Company’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	$3.13M	Sell	6,259 -381	-6%	-$171K	0.06%	198
2026 Q1	$2.95M	Buy	6,640 +607	+10%	+$287K	0.06%	198
2025 Q4	$3.21M	Hold	6,033	–	–	0.07%	191
2025 Q3	$2.93M	Sell	6,033 -1	-0%	-$504	0.06%	196
2025 Q2	$3.03M	Hold	6,034	–	–	0.07%	206
2025 Q1	$2.81M	Hold	6,034	–	–	0.07%	208
2024 Q4	$2.86M	Hold	6,034	–	–	0.07%	203
2024 Q3	$2.86M	Buy	6,034 +65	+1%	+$30.1K	0.07%	200
2024 Q2	$2.51M	Hold	5,969	–	–	0.07%	199
2024 Q1	$2.35M	Buy	5,969 +99	+2%	+$38.2K	0.07%	205
2023 Q4	$2.29M	Hold	5,870	–	–	0.07%	202
2023 Q3	$1.86M	Hold	5,870	–	–	0.07%	215
2023 Q2	$2.04M	Buy	5,870 +5	+0.1%	+$1.58K	0.07%	214
2023 Q1	$1.79M	Sell	5,865 -14	-0.2%	-$4.23K	0.07%	217
2022 Q4	$1.64M	Buy	5,879 +161	+3%	+$44K	0.06%	228
2022 Q3	$1.39M	Buy	5,718 +541	+10%	+$157K	0.06%	237
2022 Q2	$1.41M	Buy	5,177 +1	+0%	+$299	0.06%	237
2022 Q1	$1.75M	Buy	5,176 +1,503	+41%	+$505K	0.06%	228
2021 Q4	$1.44M	Hold	3,673	–	–	0.05%	243
2021 Q3	$1.3M	Hold	3,673	–	–	0.05%	239
2021 Q2	$1.33M	Hold	3,673	–	–	0.06%	237
2021 Q1	$1.1M	Hold	3,673	–	–	0.05%	247
2020 Q4	$1.07M	Hold	3,673	–	–	0.05%	236
2020 Q3	$1.06M	Hold	3,673	–	–	0.06%	215
2020 Q2	$1.01M	Hold	3,673	–	–	0.06%	210
2020 Q1	$777K	Hold	3,673	–	–	0.06%	216
2019 Q4	$872K	Hold	3,673	–	–	0.06%	231
2019 Q3	$752K	Hold	3,673	–	–	0.05%	239
2019 Q2	$717K	Hold	3,673	–	–	0.05%	242
2019 Q1	$665K	Hold	3,673	–	–	0.05%	246
2018 Q4	$514K	Sell	3,673 -10	-0.3%	-$1.51K	0.04%	263
2018 Q3	$616K	Hold	3,683	–	–	0.04%	247
2018 Q2	$628K	Hold	3,683	–	–	0.05%	240
2018 Q1	$594K	Hold	3,683	–	–	0.05%	243
2017 Q4	$544K	Hold	3,683	–	–	0.05%	248
2017 Q3	$513K	Buy	3,683 +15	+0.4%	+$1.97K	0.05%	251
2017 Q2	$446K	Buy	3,668 +185	+5%	+$21.7K	0.04%	263
2017 Q1	$390K	Sell	3,483 -166	-5%	-$17.8K	0.04%	276
2016 Q4	$344K	Hold	3,649	–	–	0.04%	278
2016 Q3	$395K	Hold	3,649	–	–	0.04%	258
2016 Q2	$342K	Hold	3,649	–	–	0.04%	275
2016 Q1	$352K	Hold	3,649	–	–	0.04%	272
2015 Q4	$366K	Buy	3,649 +160	+5%	+$16K	0.04%	271
2015 Q3	$343K	Hold	3,489	–	–	0.04%	281
2015 Q2	$377K	Hold	3,489	–	–	0.04%	288
2015 Q1	$362K	Hold	3,489	–	–	0.04%	293
2014 Q4	$334K	Hold	3,489	–	–	0.04%	298
2014 Q3	$330K	Buy	3,489 +359	+11%	+$32.9K	0.04%	285
2014 Q2	$274K	Hold	3,130	–	–	0.03%	302
2014 Q1	$248K	Hold	3,130	–	–	0.03%	312
2013 Q4	$246K	Hold	3,130	–	–	0.03%	308
2013 Q3	$220K	Hold	3,130	–	–	0.03%	312
2013 Q2	$191K	Buy	+3,130	New	+$190K	0.03%	317

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

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

WhitTier Trust Company's MCO Position: Q2 2026 in Review

WhitTier Trust Company reduced its Moody's (MCO) stake by 5.7% in Q2 2026, selling an estimated $171K and leaving 6,259 shares worth $3.13M. The position accounts for 0.06% of the portfolio, ranked #198.

WhitTier Trust Company first reported a position in MCO in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.21M in Q4 2025. 545 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

WhitTier Trust Company held 6,259 shares of Moody's worth $3.13M as of Q2 2026.
WhitTier Trust Company sold 381 Moody's shares in Q2 2026, an estimated $171K.
Moody's made up 0.06% of WhitTier Trust Company's portfolio in Q2 2026, its #198 holding.
WhitTier Trust Company first reported a position in Moody's in Q2 2013 and has held it in 53 quarters since.
WhitTier Trust Company's Moody's position peaked at $3.21M in Q4 2025.
545 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.