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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
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 $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

JPL Wealth Management's MCO Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Moody's (MCO) in Q1 2026: 113 shares worth $49.3K. The stake represents 0.01% of the portfolio and ranks #243 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in MCO as recently as Q3 2025.

JPL Wealth Management first reported a position in MCO in Q3 2025 and has held it in 2 quarters since. The position peaked at $52.9K in Q3 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • JPL Wealth Management held 113 shares of Moody's worth $49.3K as of Q1 2026.
  • Moody's was a new JPL Wealth Management position in Q1 2026.
  • Moody's made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #243 holding.
  • JPL Wealth Management first reported a position in Moody's in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Moody's position peaked at $52.9K in Q3 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.