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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
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 $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Joseph Group Capital Management's MCO Position: Q1 2026 in Review

Joseph Group Capital Management increased its Moody's (MCO) stake by 64% in Q1 2026, buying an estimated $6.62K and bringing the position to 36 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Joseph Group Capital Management first reported a position in MCO in Q4 2025 and has held it in 2 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Joseph Group Capital Management held 36 shares of Moody's worth $15.7K as of Q1 2026.
  • Joseph Group Capital Management bought 14 Moody's shares in Q1 2026, an estimated $6.62K.
  • Moody's made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q1 2026, its #216 holding.
  • Joseph Group Capital Management first reported a position in Moody's in Q4 2025 and has held it in 2 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.