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Joseph Group Capital Management’s Moody's MCO Stock Holding History

Joseph Group Capital Management’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 		$44.4K Buy
98
+62
+172% +$27.8K 0.01% 140
2026
Q1 		$15.7K Buy
36
+14
+64% +$6.62K ﹤0.01% 216
2025
Q4 		$11.2K Buy
+22
New +$10.7K ﹤0.01% 170

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

Joseph Group Capital Management's MCO Position: Q2 2026 in Review

Joseph Group Capital Management increased its Moody's (MCO) stake by 172% in Q2 2026, buying an estimated $27.8K and bringing the position to 98 shares worth $44.4K. The position accounts for 0.01% of the portfolio, ranked #140.

Joseph Group Capital Management first reported a position in MCO in Q4 2025 and has held it in 3 quarters since. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Joseph Group Capital Management held 98 shares of Moody's worth $44.4K as of Q2 2026.
  • Joseph Group Capital Management bought 62 Moody's shares in Q2 2026, an estimated $27.8K.
  • Moody's made up 0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #140 holding.
  • Joseph Group Capital Management first reported a position in Moody's in Q4 2025 and has held it in 3 quarters since.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.