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Johnson Financial Group LLC (Colorado)’s Moody's MCO Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$1.74M Buy
+3,851
New +$1.73M 0.09% 54
2026
Q1 		– Sell
-5,177
Closed -$2.64M – 190
2025
Q4 		$2.64M Buy
+5,177
New +$2.53M 0.16% 31

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 LLC (Colorado)'s MCO Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) opened a new position in Moody's (MCO) in Q2 2026: 3,851 shares worth $1.74M. The stake represents 0.09% of the portfolio and ranks #54 among its holdings. This is a return to the name: Johnson Financial Group LLC (Colorado) previously reported a position in MCO as recently as Q4 2025.

Johnson Financial Group LLC (Colorado) first reported a position in MCO in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.64M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Johnson Financial Group LLC (Colorado) held 3,851 shares of Moody's worth $1.74M as of Q2 2026.
  • Moody's was a new Johnson Financial Group LLC (Colorado) position in Q2 2026.
  • Moody's made up 0.09% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #54 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in Moody's in Q4 2025 and has held it in 2 quarters since.
  • Johnson Financial Group LLC (Colorado)'s Moody's position peaked at $2.64M in Q4 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.