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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
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

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

JPL Wealth Management's MCO Position: Q2 2026 in Review

JPL Wealth Management increased its Moody's (MCO) stake by 6.2% in Q2 2026, buying an estimated $3.14K and bringing the position to 120 shares worth $54.4K. The position accounts for 0.01% of the portfolio, ranked #248.

JPL Wealth Management first reported a position in MCO in Q3 2025 and has held it in 3 quarters since. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • JPL Wealth Management held 120 shares of Moody's worth $54.4K as of Q2 2026.
  • JPL Wealth Management bought 7 Moody's shares in Q2 2026, an estimated $3.14K.
  • Moody's made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #248 holding.
  • JPL Wealth Management first reported a position in Moody's in Q3 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 JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.