JTC Employer Solutions Trustee’s Moody's MCO Stock Holding History

JTC Employer Solutions Trustee’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	$253K	Hold	579	–	–	0.02%	130
2025 Q4	$296K	Hold	579	–	–	0.02%	123
2025 Q3	$276K	Hold	579	–	–	0.02%	122
2025 Q2	$290K	Hold	579	–	–	0.03%	109
2025 Q1	$270K	Hold	579	–	–	0.02%	109
2024 Q4	$274K	Hold	579	–	–	0.02%	110
2024 Q3	$275K	Hold	579	–	–	0.02%	109
2024 Q2	$244K	Hold	579	–	–	0.02%	114
2024 Q1	$226K	Hold	579	–	–	0.01%	123
2023 Q4	$226K	Hold	579	–	–	0.02%	118
2023 Q3	$183K	Hold	579	–	–	0.02%	137
2023 Q2	$201K	Hold	579	–	–	0.02%	131
2023 Q1	$177K	Hold	579	–	–	0.02%	143
2022 Q4	$189K	Hold	579	–	–	0.02%	140
2022 Q3	$189K	Buy	+579	New	+$168K	0.03%	114

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) 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

JTC Employer Solutions Trustee's MCO Position: Q1 2026 in Review

JTC Employer Solutions Trustee held its Moody's (MCO) position steady in Q1 2026 at 579 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #130.

JTC Employer Solutions Trustee first reported a position in MCO in Q3 2022 and has held it in 15 quarters since. The position peaked at $296K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

JTC Employer Solutions Trustee held 579 shares of Moody's worth $253K as of Q1 2026.
JTC Employer Solutions Trustee left its Moody's share count unchanged in Q1 2026.
Moody's made up 0.02% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #130 holding.
JTC Employer Solutions Trustee first reported a position in Moody's in Q3 2022 and has held it in 15 quarters since.
JTC Employer Solutions Trustee's Moody's position peaked at $296K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.