JWCA
MCO icon

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
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 $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.W. Cole Advisors's MCO Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Moody's (MCO) in Q1 2026, closing a stake of 1,491 shares — an estimated $733K sold.

J.W. Cole Advisors first reported a position in MCO in Q3 2021 and held it in 18 quarters. The position peaked at $733K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 1,491 Moody's shares in Q1 2026, an estimated $733K.
  • J.W. Cole Advisors first reported a position in Moody's in Q3 2021 and held it in 18 quarters.
  • J.W. Cole Advisors's Moody's position peaked at $733K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.