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J2 Capital Management’s Moody's MCO Stock Holding History

J2 Capital 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
Q2 		$646K Buy
1,427
+454
+47% +$204K 0.43% 53
2026
Q1 		$424K Sell
973
-3
-0.3% -$1.42K 0.29% 87
2025
Q4 		$499K Buy
976
+256
+36% +$125K 0.36% 74
2025
Q3 		$343K Buy
720
+7
+1% +$3.53K 0.26% 95
2025
Q2 		$358K Buy
713
+208
+41% +$96.3K 0.29% 87
2025
Q1 		$235K Sell
505
-32
-6% -$15.4K 0.22% 92
2024
Q4 		$254K Buy
+537
New +$256K 0.24% 98

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

J2 Capital Management's MCO Position: Q2 2026 in Review

J2 Capital Management increased its Moody's (MCO) stake by 47% in Q2 2026, buying an estimated $204K and bringing the position to 1,427 shares worth $646K. The position accounts for 0.43% of the portfolio, ranked #53.

J2 Capital Management first reported a position in MCO in Q4 2024 and has held it in 7 quarters since. 226 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • J2 Capital Management held 1,427 shares of Moody's worth $646K as of Q2 2026.
  • J2 Capital Management bought 454 Moody's shares in Q2 2026, an estimated $204K.
  • Moody's made up 0.43% of J2 Capital Management's portfolio in Q2 2026, its #53 holding.
  • J2 Capital Management first reported a position in Moody's in Q4 2024 and has held it in 7 quarters since.
  • 226 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.