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John W. Bristol & Co’s Moody's MCO Stock Holding History

John W. Bristol & Co’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 		$103M Sell
228,446
-1,815
-0.8% -$815K 1.53% 27
2026
Q1 		$100M Sell
230,261
-2,781
-1% -$1.32M 1.65% 26
2025
Q4 		$119M Sell
233,042
-4,255
-2% -$2.08M 1.83% 20
2025
Q3 		$113M Buy
237,297
+63,920
+37% +$32.2M 1.78% 21
2025
Q2 		$87M Sell
173,377
-188
-0.1% -$87.1K 1.41% 33
2025
Q1 		$80.8M Sell
173,565
-3,513
-2% -$1.69M 1.38% 34
2024
Q4 		$83.8M Sell
177,078
-4,037
-2% -$1.93M 1.38% 34
2024
Q3 		$86M Sell
181,115
-2,240
-1% -$1.04M 1.37% 34
2024
Q2 		$77.2M Sell
183,355
-3,842
-2% -$1.53M 1.25% 37
2024
Q1 		$73.6M Buy
187,197
+111
+0.1% +$42.8K 1.25% 39
2023
Q4 		$73.1M Sell
187,086
-9,396
-5% -$3.27M 1.34% 40
2023
Q3 		$62.1M Sell
196,482
-1,961
-1% -$667K 1.23% 42
2023
Q2 		$69M Sell
198,443
-1,136
-0.6% -$360K 1.31% 40
2023
Q1 		$61.1M Buy
199,579
+633
+0.3% +$191K 1.26% 39
2022
Q4 		$55.4M Buy
+198,946
New +$54.4M 1.32% 39

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

John W. Bristol & Co's MCO Position: Q2 2026 in Review

John W. Bristol & Co reduced its Moody's (MCO) stake by 0.79% in Q2 2026, selling an estimated $815K and leaving 228,446 shares worth $103M. The position accounts for 1.53% of the portfolio, ranked #27.

John W. Bristol & Co first reported a position in MCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $119M in Q4 2025. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • John W. Bristol & Co held 228,446 shares of Moody's worth $103M as of Q2 2026.
  • John W. Bristol & Co sold 1,815 Moody's shares in Q2 2026, an estimated $815K.
  • Moody's made up 1.53% of John W. Bristol & Co's portfolio in Q2 2026, its #27 holding.
  • John W. Bristol & Co first reported a position in Moody's in Q4 2022 and has held it in 15 quarters since.
  • John W. Bristol & Co's Moody's position peaked at $119M in Q4 2025.
  • 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on John W. Bristol & Co's 13F filing for Q2 2026, filed 13 Aug 2026.