Jones Financial Companies
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Jones Financial Companies’s Moody's MCO Stock Holding History

Jones Financial Companies’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 		$102M Buy
226,478
+3,784
+2% +$1.7M 0.04% 243
2026
Q1 		$94.6M Buy
222,694
+209,168
+1,546% +$98.9M 0.05% 212
2025
Q4 		$6.91M Buy
13,526
+890
+7% +$434K ﹤0.01% 547
2025
Q3 		$6.02M Buy
12,636
+1,249
+11% +$630K ﹤0.01% 523
2025
Q2 		$5.56M Buy
11,387
+1,295
+13% +$600K ﹤0.01% 472
2025
Q1 		$4.66M Buy
10,092
+2,372
+31% +$1.14M ﹤0.01% 442
2024
Q4 		$3.65M Buy
7,720
+1,996
+35% +$953K ﹤0.01% 414
2024
Q3 		$2.71M Buy
5,724
+2,021
+55% +$937K ﹤0.01% 389
2024
Q2 		$1.56M Buy
3,703
+3,370
+1,012% +$1.34M ﹤0.01% 359
2024
Q1 		$131K Buy
333
+28
+9% +$10.8K ﹤0.01% 538
2023
Q4 		$119K Buy
305
+124
+69% +$43.1K ﹤0.01% 385
2023
Q3 		$57.2K Buy
181
+2
+1% +$680 ﹤0.01% 355
2023
Q2 		$62.2K Buy
179
+98
+121% +$31.1K ﹤0.01% 348
2023
Q1 		$24.8K Sell
81
-17
-17% -$5.14K ﹤0.01% 403
2022
Q4 		$27K Buy
98
+15
+18% +$4.1K ﹤0.01% 389
2022
Q3 		$20K Sell
83
-2
-2% -$581 ﹤0.01% 382
2022
Q2 		$23K Hold
85
– – ﹤0.01% 393
2022
Q1 		$29K Hold
85
– – ﹤0.01% 395
2021
Q4 		$33K Buy
85
+8
+10% +$3.09K ﹤0.01% 411
2021
Q3 		$27K Sell
77
-13
-14% -$4.9K ﹤0.01% 397
2021
Q2 		$33K Hold
90
– – ﹤0.01% 353
2021
Q1 		$27K Sell
90
-1
-1% -$282 ﹤0.01% 426
2020
Q4 		$26K Buy
+91
New +$25.4K ﹤0.01% 344
2013
Q4 		– Sell
-25
Closed -$2K – 418
2013
Q3 		$2K Hold
25
– – ﹤0.01% 653
2013
Q2 		$2K Buy
+25
New +$1.52K ﹤0.01% 729

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

Jones Financial Companies's MCO Position: Q2 2026 in Review

Jones Financial Companies increased its Moody's (MCO) stake by 1.7% in Q2 2026, buying an estimated $1.7M and bringing the position to 226,478 shares worth $102M. The position accounts for 0.04% of the portfolio, ranked #243.

Jones Financial Companies first reported a position in MCO in Q2 2013 and has held it in 25 quarters since. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Jones Financial Companies held 226,478 shares of Moody's worth $102M as of Q2 2026.
  • Jones Financial Companies bought 3,784 Moody's shares in Q2 2026, an estimated $1.7M.
  • Moody's made up 0.04% of Jones Financial Companies's portfolio in Q2 2026, its #243 holding.
  • Jones Financial Companies first reported a position in Moody's in Q2 2013 and has held it in 25 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.