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Livermore
Livermore
ZHEN

Charter Trust Co

SEC CIK
0001035463
Latest filing
Jul 15, 2026

MCO holding history

Moodys Corp in every 13F filed by Charter Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCO overviewAll 13F holders of MCOFull Q2 2026 holdings

Shares (Q2 2026)
1,015
Value
$459.7K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of MCO by Charter Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,015$459.7K<0.1%−50−4.7%ReducedHolders
Q1 20261,065$464.6K<0.1%00.0%UnchangedHolders
Q4 20251,065$544.1K<0.1%−145−12.0%ReducedHolders
Q3 20251,210$576.5K<0.1%00.0%UnchangedHolders
Q2 20251,210$606.9K<0.1%−96−7.4%ReducedHolders
Q1 20251,306$608.2K<0.1%−15−1.1%ReducedHolders
Q4 20241,321$625.3K<0.1%−5−0.4%ReducedHolders
Q3 20241,326$629.3K<0.1%00.0%UnchangedHolders
Q2 20241,326$558.2K<0.1%00.0%UnchangedHolders
Q1 20241,326$521.2K<0.1%−57−4.1%ReducedHolders
Q4 20231,383$540.1K<0.1%−105−7.1%ReducedHolders
Q3 20231,488$470.5K<0.1%00.0%UnchangedHolders
Q2 20231,488$517.4K<0.1%00.0%UnchangedHolders
Q1 20231,488$455.4K<0.1%00.0%UnchangedHolders
Q4 20221,488$414.6K<0.1%+1,488NewHolders
Q3 20220$00.0%−737−100.0%Sold outHolders
Q2 2022737$200.0K<0.1%−28−3.7%ReducedHolders
Q1 2022765$258.0K<0.1%00.0%UnchangedHolders
Q4 2021765$299.0K<0.1%−100−11.6%ReducedHolders
Q3 2021865$307.0K<0.1%−60−6.5%ReducedHolders
Q2 2021925$336.0K<0.1%00.0%UnchangedHolders
Q1 2021925$277.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.