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Johnson Investment Counsel’s Moody's MCO Stock Holding History

Johnson Investment Counsel’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 		$3.12M Buy
6,886
+4
+0.1% +$1.8K 0.02% 242
2026
Q1 		$3M Buy
6,882
+47
+0.7% +$22.2K 0.02% 251
2025
Q4 		$3.49M Buy
6,835
+4
+0.1% +$1.95K 0.03% 204
2025
Q3 		$3.25M Buy
6,831
+5
+0.1% +$2.52K 0.03% 225
2025
Q2 		$3.42M Buy
6,826
+1
+0% +$463 0.03% 209
2025
Q1 		$3.18M Sell
6,825
-8
-0.1% -$3.85K 0.03% 211
2024
Q4 		$3.23M Buy
6,833
+104
+2% +$49.6K 0.03% 205
2024
Q3 		$3.19M Buy
6,729
+5,511
+452% +$2.55M 0.03% 218
2024
Q2 		$513K Sell
1,218
-69
-5% -$27.5K 0.01% 489
2024
Q1 		$506K Sell
1,287
-719
-36% -$277K 0.01% 505
2023
Q4 		$784K Hold
2,006
– – 0.01% 401
2023
Q3 		$634K Sell
2,006
-102
-5% -$34.7K 0.01% 418
2023
Q2 		$733K Sell
2,108
-31
-1% -$9.83K 0.01% 401
2023
Q1 		$655K Buy
2,139
+63
+3% +$19K 0.01% 417
2022
Q4 		$578K Hold
2,076
– – 0.01% 435
2022
Q3 		$505K Sell
2,076
-5
-0.2% -$1.45K 0.01% 436
2022
Q2 		$566K Buy
2,081
+800
+62% +$239K 0.01% 420
2022
Q1 		$432K Sell
1,281
-11
-0.9% -$3.7K 0.01% 502
2021
Q4 		$505K Hold
1,292
– – 0.01% 468
2021
Q3 		$459K Buy
1,292
+4
+0.3% +$1.51K 0.01% 459
2021
Q2 		$467K Sell
1,288
-102
-7% -$34K 0.01% 456
2021
Q1 		$415K Sell
1,390
-50
-3% -$14.1K 0.01% 449
2020
Q4 		$418K Buy
1,440
+4
+0.3% +$1.12K 0.01% 434
2020
Q3 		$416K Sell
1,436
-121
-8% -$34.5K 0.01% 413
2020
Q2 		$428K Sell
1,557
-561
-26% -$143K 0.01% 407
2020
Q1 		$448K Buy
2,118
+112
+6% +$27.2K 0.01% 381
2019
Q4 		$476K Buy
+2,006
New +$446K 0.01% 425

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 Investment Counsel's MCO Position: Q2 2026 in Review

Johnson Investment Counsel increased its Moody's (MCO) stake by 0.06% in Q2 2026, buying an estimated $1.8K and bringing the position to 6,886 shares worth $3.12M. The position accounts for 0.02% of the portfolio, ranked #242.

Johnson Investment Counsel first reported a position in MCO in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.49M in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Johnson Investment Counsel held 6,886 shares of Moody's worth $3.12M as of Q2 2026.
  • Johnson Investment Counsel bought 4 Moody's shares in Q2 2026, an estimated $1.8K.
  • Moody's made up 0.02% of Johnson Investment Counsel's portfolio in Q2 2026, its #242 holding.
  • Johnson Investment Counsel first reported a position in Moody's in Q4 2019 and has held it in 27 quarters since.
  • Johnson Investment Counsel's Moody's position peaked at $3.49M in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.