JPL Wealth Management
MCO icon

JPL Wealth Management’s Moody's MCO Stock Holding History

JPL Wealth 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
Q3 		$34.5K Sell
76
-44
-37% -$21.4K 0.01% 255
2026
Q2 		$54.4K Buy
120
+7
+6% +$3.14K 0.01% 248
2026
Q1 		$49.3K Buy
+113
New +$53.5K 0.01% 243
2025
Q4 		– Sell
-111
Closed -$52.9K – 705
2025
Q3 		$52.9K Buy
+111
New +$56K 0.01% 244

Other funds holding MCO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JPL Wealth Management's MCO Position: Q3 2026 in Review

JPL Wealth Management reduced its Moody's (MCO) stake by 37% in Q3 2026, selling an estimated $21.4K and leaving 76 shares worth $34.5K. The position accounts for 0.01% of the portfolio, ranked #255.

JPL Wealth Management first reported a position in MCO in Q3 2025 and has held it in 4 quarters since. The position peaked at $54.4K in Q2 2026. 1,167 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • JPL Wealth Management held 76 shares of Moody's worth $34.5K as of Q3 2026.
  • JPL Wealth Management sold 44 Moody's shares in Q3 2026, an estimated $21.4K.
  • Moody's made up 0.01% of JPL Wealth Management's portfolio in Q3 2026, its #255 holding.
  • JPL Wealth Management first reported a position in Moody's in Q3 2025 and has held it in 4 quarters since.
  • JPL Wealth Management's Moody's position peaked at $54.4K in Q2 2026.
  • 1,167 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on JPL Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.