Johnson Financial Group Inc (Wisconsin)’s Moody's MCO Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$8.76M	Buy	20,080 +2,667	+15%	+$1.26M	0.32%	41
2025 Q4	$8.9M	Sell	17,413 -3,820	-18%	-$1.86M	0.33%	39
2025 Q3	$10.1M	Buy	21,233 +21,177	+37,816%	+$10.7M	0.38%	36
2025 Q2	$28.1K	Buy	+56	New	+$25.9K	﹤0.01%	506
2025 Q1	–	Sell	-5	Closed	-$2.5K	–	911
2024 Q4	$2.5K	Sell	5 -371	-99%	-$177K	﹤0.01%	793
2024 Q3	$178K	Buy	376 +32	+9%	+$14.8K	0.01%	372
2024 Q2	$145K	Buy	344 +216	+169%	+$85.9K	0.01%	343
2024 Q1	$50.3K	Sell	128 -211	-62%	-$81.4K	﹤0.01%	428
2023 Q4	$132K	Buy	+339	New	+$118K	0.01%	344
2022 Q4	–	Sell	-9	Closed	-$2K	–	651
2022 Q3	$2K	Sell	9 -40	-82%	-$11.6K	﹤0.01%	585
2022 Q2	$13K	Buy	+49	New	+$14.7K	﹤0.01%	512
2021 Q4	–	Sell	-178	Closed	-$63K	–	809
2021 Q3	$63K	Buy	+178	New	+$67.1K	﹤0.01%	373
2021 Q1	–	Sell	-391	Closed	-$113K	–	669
2020 Q4	$113K	Buy	+391	New	+$109K	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

Johnson Financial Group Inc (Wisconsin)'s MCO Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its Moody's (MCO) stake by 15% in Q1 2026, buying an estimated $1.26M and bringing the position to 20,080 shares worth $8.76M. The position accounts for 0.32% of the portfolio, ranked #41.

Johnson Financial Group Inc (Wisconsin) first reported a position in MCO in Q4 2020 and has held it in 13 quarters since. The position peaked at $10.1M in Q3 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) held 20,080 shares of Moody's worth $8.76M as of Q1 2026.
Johnson Financial Group Inc (Wisconsin) bought 2,667 Moody's shares in Q1 2026, an estimated $1.26M.
Moody's made up 0.32% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #41 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Moody's in Q4 2020 and has held it in 13 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Moody's position peaked at $10.1M in Q3 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.