4J Wealth Management’s Moody's MCO Stock Holding History

4J Wealth 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 Q1	$338K	Sell	776 -61	-7%	-$28.9K	0.19%	73
2025 Q4	$427K	Sell	837 -15	-2%	-$7.32K	0.24%	61
2025 Q3	$406K	Hold	852	–	–	0.24%	60
2025 Q2	$427K	Hold	852	–	–	0.29%	56
2025 Q1	$397K	Sell	852 -2	-0.2%	-$964	0.31%	52
2024 Q4	$404K	Buy	854 +3	+0.4%	+$1.43K	0.33%	51
2024 Q3	$404K	Hold	851	–	–	0.31%	55
2024 Q2	$358K	Hold	851	–	–	0.3%	54
2024 Q1	$335K	Sell	851 -3	-0.4%	-$1.16K	0.29%	62
2023 Q4	$334K	Hold	854	–	–	0.3%	61
2023 Q3	$270K	Buy	854 +9	+1%	+$3.06K	0.27%	65
2023 Q2	$294K	Sell	845 -21	-2%	-$6.66K	0.29%	66
2023 Q1	$265K	Buy	866 +2	+0.2%	+$604	0.28%	63
2022 Q4	$241K	Sell	864 -5	-0.6%	-$1.37K	0.28%	67
2022 Q3	$211K	Sell	869 -85	-9%	-$24.7K	0.27%	66
2022 Q2	$259K	Buy	954 +10	+1%	+$2.99K	0.33%	56
2022 Q1	$319K	Hold	944	–	–	0.28%	53
2021 Q4	$369K	Buy	944 +13	+1%	+$5.01K	0.31%	52
2021 Q3	$331K	Hold	931	–	–	0.29%	59
2021 Q2	$337K	Hold	931	–	–	0.29%	56
2021 Q1	$278K	Buy	931 +6	+0.6%	+$1.69K	0.26%	64
2020 Q4	$268K	Buy	+925	New	+$259K	0.26%	62

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

4J Wealth Management's MCO Position: Q1 2026 in Review

4J Wealth Management reduced its Moody's (MCO) stake by 7.3% in Q1 2026, selling an estimated $28.9K and leaving 776 shares worth $338K. The position accounts for 0.19% of the portfolio, ranked #73.

4J Wealth Management first reported a position in MCO in Q4 2020 and has held it in 22 quarters since. The position peaked at $427K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

4J Wealth Management held 776 shares of Moody's worth $338K as of Q1 2026.
4J Wealth Management sold 61 Moody's shares in Q1 2026, an estimated $28.9K.
Moody's made up 0.19% of 4J Wealth Management's portfolio in Q1 2026, its #73 holding.
4J Wealth Management first reported a position in Moody's in Q4 2020 and has held it in 22 quarters since.
4J Wealth Management's Moody's position peaked at $427K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on 4J Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.