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

J.W. Coons 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
2025
Q2 		$1.07M Hold
2,128
– – 0.24% 95
2025
Q1 		$991K Buy
2,128
+100
+5% +$48.2K 0.26% 91
2024
Q4 		$960K Sell
2,028
-18
-0.9% -$8.59K 0.25% 94
2024
Q3 		$971K Buy
2,046
+11
+0.5% +$5.1K 0.24% 96
2024
Q2 		$857K Buy
2,035
+185
+10% +$73.6K 0.21% 101
2024
Q1 		$727K Buy
1,850
+100
+6% +$38.6K 0.16% 119
2023
Q4 		$683K Hold
1,750
– – 0.18% 118
2023
Q3 		$553K Buy
1,750
+300
+21% +$102K 0.16% 131
2023
Q2 		$504K Buy
1,450
+150
+12% +$47.6K 0.14% 139
2023
Q1 		$398K Hold
1,300
– – 0.11% 162
2022
Q4 		$362K Hold
1,300
– – 0.11% 167
2022
Q3 		$316K Sell
1,300
-50
-4% -$14.5K 0.12% 168
2022
Q2 		$368K Hold
1,350
– – 0.13% 166
2022
Q1 		$456K Sell
1,350
-50
-4% -$16.8K 0.14% 156
2021
Q4 		$549K Hold
1,400
– – 0.17% 141
2021
Q3 		$499K Hold
1,400
– – 0.17% 141
2021
Q2 		$506K Sell
1,400
-200
-13% -$66.6K 0.18% 139
2021
Q1 		$479K Sell
1,600
-424
-21% -$119K 0.17% 140
2020
Q4 		$590K Sell
2,024
-1,985
-50% -$555K 0.23% 113
2020
Q3 		$1.16M Sell
4,009
-173
-4% -$49.4K 0.48% 58
2020
Q2 		$1.15M Buy
4,182
+58
+1% +$14.7K 0.51% 56
2020
Q1 		$872K Buy
+4,124
New +$1M 0.46% 61

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

J.W. Coons Advisors's MCO Position: Q2 2025 in Review

J.W. Coons Advisors held its Moody's (MCO) position steady in Q2 2025 at 2,128 shares worth $1.07M. The position accounts for 0.24% of the portfolio, ranked #95.

J.W. Coons Advisors first reported a position in MCO in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.16M in Q3 2020. 1,346 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

  • J.W. Coons Advisors held 2,128 shares of Moody's worth $1.07M as of Q2 2025.
  • J.W. Coons Advisors left its Moody's share count unchanged in Q2 2025.
  • Moody's made up 0.24% of J.W. Coons Advisors's portfolio in Q2 2025, its #95 holding.
  • J.W. Coons Advisors first reported a position in Moody's in Q1 2020 and has held it in 22 quarters since.
  • J.W. Coons Advisors's Moody's position peaked at $1.16M in Q3 2020.
  • 1,346 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.