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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
Q2 		$8.59M Sell
18,963
-1,117
-6% -$502K 0.28% 45
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
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

Johnson Financial Group Inc (Wisconsin)'s MCO Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Moody's (MCO) stake by 5.6% in Q2 2026, selling an estimated $502K and leaving 18,963 shares worth $8.59M. The position accounts for 0.28% of the portfolio, ranked #45.

Johnson Financial Group Inc (Wisconsin) first reported a position in MCO in Q4 2020 and has held it in 14 quarters since. The position peaked at $10.1M in Q3 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 18,963 shares of Moody's worth $8.59M as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 1,117 Moody's shares in Q2 2026, an estimated $502K.
  • Moody's made up 0.28% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #45 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Moody's in Q4 2020 and has held it in 14 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Moody's position peaked at $10.1M in Q3 2025.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.