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

J. Safra Asset 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 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

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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)
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

J. Safra Asset Management's MCO Position: Q1 2026 in Review

J. Safra Asset Management increased its Moody's (MCO) stake by 3,775% in Q1 2026, buying an estimated $357K and bringing the position to 775 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #190.

J. Safra Asset Management first reported a position in MCO in Q4 2025 and has held it in 2 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • J. Safra Asset Management held 775 shares of Moody's worth $338K as of Q1 2026.
  • J. Safra Asset Management bought 755 Moody's shares in Q1 2026, an estimated $357K.
  • Moody's made up 0.02% of J. Safra Asset Management's portfolio in Q1 2026, its #190 holding.
  • J. Safra Asset Management first reported a position in Moody's in Q4 2025 and has held it in 2 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

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