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Jefferies Financial Group’s Moody's MCO Stock Holding History

Jefferies Financial Group’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 		$4.95M Buy
11,343
+10,784
+1,929% +$5.1M 0.03% 352
2025
Q4 		$286K Sell
559
-9,463
-94% -$4.62M ﹤0.01% 1509
2025
Q3 		$4.78M Buy
+10,022
New +$5.05M 0.02% 382
2024
Q3 		– Sell
-599
Closed -$252K – 1633
2024
Q2 		$252K Buy
+599
New +$238K ﹤0.01% 1168
2023
Q3 		– Sell
-28,094
Closed -$9.77M – 1829
2023
Q2 		$9.77M Buy
+28,094
New +$8.91M 0.09% 209

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

Jefferies Financial Group's MCO Position: Q1 2026 in Review

Jefferies Financial Group increased its Moody's (MCO) stake by 1,929% in Q1 2026, buying an estimated $5.1M and bringing the position to 11,343 shares worth $4.95M. The position accounts for 0.03% of the portfolio, ranked #352.

Jefferies Financial Group first reported a position in MCO in Q2 2023 and has held it in 5 quarters since. The position peaked at $9.77M in Q2 2023. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Jefferies Financial Group held 11,343 shares of Moody's worth $4.95M as of Q1 2026.
  • Jefferies Financial Group bought 10,784 Moody's shares in Q1 2026, an estimated $5.1M.
  • Moody's made up 0.03% of Jefferies Financial Group's portfolio in Q1 2026, its #352 holding.
  • Jefferies Financial Group first reported a position in Moody's in Q2 2023 and has held it in 5 quarters since.
  • Jefferies Financial Group's Moody's position peaked at $9.77M in Q2 2023.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.