JFS Wealth Advisors’s Moody's MCO Stock Holding History

JFS Wealth 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
2026 Q2	$40.8K	Buy	90 +4	+5%	+$1.8K	﹤0.01%	593
2026 Q1	$37.5K	Sell	86 -2	-2%	-$946	﹤0.01%	582
2025 Q4	$45K	Buy	88 +18	+26%	+$8.78K	﹤0.01%	551
2025 Q3	$33.4K	Hold	70	–	–	﹤0.01%	585
2025 Q2	$35.1K	Hold	70	–	–	﹤0.01%	538
2025 Q1	$32.6K	Sell	70 -1	-1%	-$482	﹤0.01%	552
2024 Q4	$33.6K	Buy	71 +1	+1%	+$477	﹤0.01%	534
2024 Q3	$33.2K	Buy	70 +2	+3%	+$927	﹤0.01%	535
2024 Q2	$28.6K	Sell	68 -1	-1%	-$398	﹤0.01%	518
2024 Q1	$27.1K	Hold	69	–	–	﹤0.01%	562
2023 Q4	$26.9K	Buy	69 +6	+10%	+$2.08K	﹤0.01%	522
2023 Q3	$19.9K	Hold	63	–	–	﹤0.01%	553
2023 Q2	$21.9K	Sell	63 -2	-3%	-$634	﹤0.01%	527
2023 Q1	$19.9K	Sell	65 -59	-48%	-$17.8K	﹤0.01%	538
2022 Q4	$34.5K	Sell	124 -15	-11%	-$4.1K	﹤0.01%	419
2022 Q3	$34K	Sell	139 -4	-3%	-$1.16K	﹤0.01%	454
2022 Q2	$39K	Sell	143 -6	-4%	-$1.79K	﹤0.01%	442
2022 Q1	$50K	Sell	149 -109	-42%	-$36.7K	﹤0.01%	431
2021 Q4	$101K	Sell	258 -6	-2%	-$2.31K	0.01%	304
2021 Q3	$94K	Buy	+264	New	+$99.5K	0.01%	323
2018 Q2	–	Sell	-18	Closed	-$3K	–	519
2018 Q1	$3K	Hold	18	–	–	﹤0.01%	456
2017 Q4	$3K	Buy	+18	New	+$2.64K	﹤0.01%	467

Other funds holding MCO

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

JFS Wealth Advisors's MCO Position: Q2 2026 in Review

JFS Wealth Advisors increased its Moody's (MCO) stake by 4.7% in Q2 2026, buying an estimated $1.8K and bringing the position to 90 shares worth $40.8K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

JFS Wealth Advisors first reported a position in MCO in Q4 2017 and has held it in 22 quarters since. The position peaked at $101K in Q4 2021. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

JFS Wealth Advisors held 90 shares of Moody's worth $40.8K as of Q2 2026.
JFS Wealth Advisors bought 4 Moody's shares in Q2 2026, an estimated $1.8K.
Moody's made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #593 holding.
JFS Wealth Advisors first reported a position in Moody's in Q4 2017 and has held it in 22 quarters since.
JFS Wealth Advisors's Moody's position peaked at $101K in Q4 2021.
262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.