JSW
MCO icon

Journey Strategic Wealth’s Moody's MCO Stock Holding History

Journey Strategic Wealth’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 		$554K Buy
1,269
+400
+46% +$189K 0.01% 321
2025
Q4 		$444K Buy
869
+288
+50% +$141K 0.01% 339
2025
Q3 		$277K Sell
581
-31
-5% -$15.6K 0.01% 512
2025
Q2 		$307K Buy
612
+112
+22% +$51.9K 0.01% 422
2025
Q1 		$233K Buy
500
+41
+9% +$19.8K 0.01% 421
2024
Q4 		$217K Buy
459
+2
+0.4% +$955 0.01% 443
2024
Q3 		$217K Buy
+457
New +$212K 0.01% 451

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

Journey Strategic Wealth's MCO Position: Q1 2026 in Review

Journey Strategic Wealth increased its Moody's (MCO) stake by 46% in Q1 2026, buying an estimated $189K and bringing the position to 1,269 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #321.

Journey Strategic Wealth first reported a position in MCO in Q3 2024 and has held it in 7 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Journey Strategic Wealth held 1,269 shares of Moody's worth $554K as of Q1 2026.
  • Journey Strategic Wealth bought 400 Moody's shares in Q1 2026, an estimated $189K.
  • Moody's made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #321 holding.
  • Journey Strategic Wealth first reported a position in Moody's in Q3 2024 and has held it in 7 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.