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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
2025
Q4 		– Sell
-2,300
Closed -$1.1M – 1980
2025
Q3 		$1.1M Buy
+2,300
New +$1.16M 0.01% 836

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Jefferies Financial Group's MCO Position: Q2 2026 in Review

Jefferies Financial Group increased its Moody's (MCO) stake by 28% in Q2 2026, buying an estimated $1.41M and bringing the position to 14,475 shares worth $6.56M. The position accounts for 0.04% of the portfolio, ranked #335.

Jefferies Financial Group first reported a position in MCO in Q2 2023 and has held it in 6 quarters since. The position peaked at $9.77M in Q2 2023. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Jefferies Financial Group held 14,475 shares of Moody's worth $6.56M as of Q2 2026.
  • Jefferies Financial Group bought 3,132 Moody's shares in Q2 2026, an estimated $1.41M.
  • Moody's made up 0.04% of Jefferies Financial Group's portfolio in Q2 2026, its #335 holding.
  • Jefferies Financial Group first reported a position in Moody's in Q2 2023 and has held it in 6 quarters since.
  • Jefferies Financial Group's Moody's position peaked at $9.77M in Q2 2023.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.