JWCA
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J.W. Cole Advisors’s Moody's MCO Stock Holding History

J.W. Cole Advisors’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 		$625K Buy
+1,380
New +$620K 0.01% 932
2026
Q1 		– Sell
-1,491
Closed -$733K – 1196
2025
Q4 		$733K Buy
1,491
+50
+3% +$24.4K 0.02% 750
2025
Q3 		$687K Buy
1,441
+60
+4% +$30.2K 0.01% 867
2025
Q2 		$693K Buy
1,381
+37
+3% +$17.1K 0.01% 806
2025
Q1 		$626K Buy
1,344
+325
+32% +$157K 0.02% 703
2024
Q4 		$483K Buy
1,019
+83
+9% +$39.6K 0.02% 612
2024
Q3 		$444K Sell
936
-5
-0.5% -$2.32K 0.02% 638
2024
Q2 		$396K Sell
941
-868
-48% -$345K 0.02% 598
2024
Q1 		$711K Buy
1,809
+26
+1% +$10K 0.04% 426
2023
Q4 		$697K Buy
1,783
+4
+0.2% +$1.39K 0.04% 385
2023
Q3 		$562K Buy
1,779
+7
+0.4% +$2.38K 0.04% 387
2023
Q2 		$616K Buy
1,772
+26
+1% +$8.24K 0.04% 372
2023
Q1 		$534K Sell
1,746
-320
-15% -$96.7K 0.04% 431
2022
Q4 		$576K Buy
2,066
+316
+18% +$86.4K 0.04% 387
2022
Q3 		$425K Sell
1,750
-3
-0.2% -$872 0.04% 435
2022
Q2 		$477K Sell
1,753
-43
-2% -$12.9K 0.04% 416
2022
Q1 		$606K Buy
1,796
+43
+2% +$14.5K 0.04% 397
2021
Q4 		$685K Sell
1,753
-101
-5% -$39K 0.04% 377
2021
Q3 		$658K Buy
+1,854
New +$699K 0.05% 215

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

J.W. Cole Advisors's MCO Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Moody's (MCO) in Q2 2026: 1,380 shares worth $625K. The stake represents 0.01% of the portfolio and ranks #932 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in MCO as recently as Q4 2025.

J.W. Cole Advisors first reported a position in MCO in Q3 2021 and has held it in 19 quarters since. The position peaked at $733K in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • J.W. Cole Advisors held 1,380 shares of Moody's worth $625K as of Q2 2026.
  • Moody's was a new J.W. Cole Advisors position in Q2 2026.
  • Moody's made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #932 holding.
  • J.W. Cole Advisors first reported a position in Moody's in Q3 2021 and has held it in 19 quarters since.
  • J.W. Cole Advisors's Moody's position peaked at $733K in Q4 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.