JNBA Financial Advisors’s Moody's MCO Stock Holding History

JNBA Financial 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 Q1	$120K	Hold	275	–	–	0.01%	223
2025 Q4	$140K	Hold	275	–	–	0.01%	204
2025 Q3	$131K	Hold	275	–	–	0.01%	206
2025 Q2	$138K	Hold	275	–	–	0.01%	195
2025 Q1	$128K	Sell	275 -25	-8%	-$12K	0.01%	201
2024 Q4	$142K	Hold	300	–	–	0.01%	190
2024 Q3	$142K	Hold	300	–	–	0.01%	197
2024 Q2	$126K	Hold	300	–	–	0.01%	207
2024 Q1	$118K	Hold	300	–	–	0.01%	217
2023 Q4	$117K	Hold	300	–	–	0.01%	218
2023 Q3	$94.9K	Hold	300	–	–	0.01%	228
2023 Q2	$104K	Hold	300	–	–	0.01%	223
2023 Q1	$91.8K	Sell	300 -25	-8%	-$7.55K	0.01%	236
2022 Q4	$90.6K	Hold	325	–	–	0.01%	235
2022 Q3	$79K	Hold	325	–	–	0.01%	240
2022 Q2	$88K	Hold	325	–	–	0.01%	232
2022 Q1	$110K	Sell	325 -33	-9%	-$11.1K	0.01%	218
2021 Q4	$140K	Sell	358 -138	-28%	-$53.2K	0.02%	211
2021 Q3	$176K	Buy	496 +146	+42%	+$55K	0.02%	199
2021 Q2	$127K	Hold	350	–	–	0.02%	214
2021 Q1	$105K	Hold	350	–	–	0.02%	220
2020 Q4	$102K	Hold	350	–	–	0.02%	210
2020 Q3	$101K	Hold	350	–	–	0.02%	195
2020 Q2	$96K	Sell	350 -37	-10%	-$9.4K	0.02%	185
2020 Q1	$82K	Buy	387 +77	+25%	+$18.7K	0.02%	186
2019 Q4	$74K	Hold	310	–	–	0.01%	203
2019 Q3	$63K	Hold	310	–	–	0.01%	210
2019 Q2	$61K	Hold	310	–	–	0.01%	216
2019 Q1	$56K	Hold	310	–	–	0.01%	213
2018 Q4	$43K	Buy	+310	New	+$46.8K	0.01%	218
2018 Q3	–	Sell	-310	Closed	-$53K	–	614
2018 Q2	$53K	Hold	310	–	–	0.01%	219
2018 Q1	$50K	Hold	310	–	–	0.01%	223
2017 Q4	$46K	Hold	310	–	–	0.01%	225
2017 Q3	$43K	Hold	310	–	–	0.01%	222
2017 Q2	$38K	Hold	310	–	–	0.01%	231
2017 Q1	$35K	Hold	310	–	–	0.01%	235
2016 Q4	$29K	Sell	310 -125	-29%	-$12.6K	0.01%	255
2016 Q3	$47K	Buy	435 +125	+40%	+$13.1K	0.01%	547
2016 Q2	$29K	Hold	310	–	–	0.01%	254
2016 Q1	$30K	Hold	310	–	–	0.01%	243
2015 Q4	$31K	Hold	310	–	–	0.01%	234
2015 Q3	$30K	Hold	310	–	–	0.01%	232
2015 Q2	$33K	Hold	310	–	–	0.01%	221
2015 Q1	$32K	Hold	310	–	–	0.01%	235
2014 Q4	$30K	Hold	310	–	–	0.01%	241
2014 Q3	$29K	Buy	+310	New	+$28.4K	0.01%	245

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

JNBA Financial Advisors's MCO Position: Q1 2026 in Review

JNBA Financial Advisors held its Moody's (MCO) position steady in Q1 2026 at 275 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #223.

JNBA Financial Advisors first reported a position in MCO in Q3 2014 and has held it in 46 quarters since. The position peaked at $176K in Q3 2021. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

JNBA Financial Advisors held 275 shares of Moody's worth $120K as of Q1 2026.
JNBA Financial Advisors left its Moody's share count unchanged in Q1 2026.
Moody's made up 0.01% of JNBA Financial Advisors's portfolio in Q1 2026, its #223 holding.
JNBA Financial Advisors first reported a position in Moody's in Q3 2014 and has held it in 46 quarters since.
JNBA Financial Advisors's Moody's position peaked at $176K in Q3 2021.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.