J. Safra Asset Management’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.34K Sell
14
-761
-98% -$342K ﹤0.01% 456
2026
Q1
$338K Buy
775
+755
+3,775% +$357K 0.02% 190
2025
Q4
$10.2K Buy
+20
New +$9.76K ﹤0.01% 360

Other funds holding MCO

J. Safra Asset Management's MCO Position: Q2 2026 in Review

J. Safra Asset Management reduced its Moody's (MCO) stake by 98% in Q2 2026, selling an estimated $342K and leaving 14 shares worth $6.34K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

J. Safra Asset Management first reported a position in MCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $338K in Q1 2026. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • J. Safra Asset Management held 14 shares of Moody's worth $6.34K as of Q2 2026.
  • J. Safra Asset Management sold 761 Moody's shares in Q2 2026, an estimated $342K.
  • Moody's made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #456 holding.
  • J. Safra Asset Management first reported a position in Moody's in Q4 2025 and has held it in 3 quarters since.
  • J. Safra Asset Management's Moody's position peaked at $338K in Q1 2026.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.