Jackson Grant Investment Advisers’s Moody's MCO Stock Holding History

Jackson Grant Investment Advisers’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	$5.67K	Hold	13	–	–	﹤0.01%	341
2025 Q4	$6.64K	Hold	13	–	–	﹤0.01%	328
2025 Q3	$6.19K	Hold	13	–	–	﹤0.01%	332
2025 Q2	$6.52K	Hold	13	–	–	﹤0.01%	291
2025 Q1	$6.05K	Hold	13	–	–	﹤0.01%	291
2024 Q4	$6.15K	Hold	13	–	–	﹤0.01%	299
2024 Q3	$6.17K	Hold	13	–	–	﹤0.01%	299
2024 Q2	$5.47K	Hold	13	–	–	﹤0.01%	304
2024 Q1	$5.11K	Hold	13	–	–	﹤0.01%	301
2023 Q4	$5.08K	Hold	13	–	–	﹤0.01%	290
2023 Q3	$4.11K	Hold	13	–	–	﹤0.01%	299
2023 Q2	$4.52K	Sell	13 -169	-93%	-$53.6K	﹤0.01%	302
2023 Q1	$55.7K	Buy	182 +13	+8%	+$3.93K	0.03%	172
2022 Q4	$47.1K	Hold	169	–	–	0.02%	182
2022 Q3	$41K	Hold	169	–	–	0.02%	191
2022 Q2	$46K	Hold	169	–	–	0.02%	189
2022 Q1	$57K	Hold	169	–	–	0.02%	185
2021 Q4	$66K	Hold	169	–	–	0.03%	150
2021 Q3	$60K	Hold	169	–	–	0.03%	186
2021 Q2	$61K	Hold	169	–	–	0.03%	184
2021 Q1	$50K	Hold	169	–	–	0.02%	196
2020 Q4	$49K	Buy	+169	New	+$47.3K	0.03%	187

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) 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

Jackson Grant Investment Advisers's MCO Position: Q1 2026 in Review

Jackson Grant Investment Advisers held its Moody's (MCO) position steady in Q1 2026 at 13 shares worth $5.67K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Jackson Grant Investment Advisers first reported a position in MCO in Q4 2020 and has held it in 22 quarters since. The position peaked at $66K in Q4 2021. 1,374 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Jackson Grant Investment Advisers held 13 shares of Moody's worth $5.67K as of Q1 2026.
Jackson Grant Investment Advisers left its Moody's share count unchanged in Q1 2026.
Moody's made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q1 2026, its #341 holding.
Jackson Grant Investment Advisers first reported a position in Moody's in Q4 2020 and has held it in 22 quarters since.
Jackson Grant Investment Advisers's Moody's position peaked at $66K in Q4 2021.
1,374 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2026, filed 8 May 2026.