Williams Jones Wealth Management’s Moody's MCO Stock Holding History

Williams Jones 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	$2.44M	Sell	5,397 -33	-0.6%	-$14.8K	0.03%	192
2026 Q1	$2.37M	Sell	5,430 -29	-0.5%	-$13.7K	0.03%	182
2025 Q4	$2.79M	Sell	5,459 -24	-0.4%	-$11.7K	0.03%	173
2025 Q3	$2.61M	Buy	5,483 +134	+3%	+$67.5K	0.03%	171
2025 Q2	$2.68M	Buy	5,349 +322	+6%	+$149K	0.03%	168
2025 Q1	$2.34M	Sell	5,027 -2,199	-30%	-$1.06M	0.03%	172
2024 Q4	$3.42M	Sell	7,226 -138	-2%	-$65.9K	0.04%	155
2024 Q3	$3.49M	Buy	7,364 +8	+0.1%	+$3.71K	0.04%	158
2024 Q2	$3.1M	Sell	7,356 -85	-1%	-$33.8K	0.04%	160
2024 Q1	$2.92M	Buy	7,441 +1,565	+27%	+$603K	0.04%	159
2023 Q4	$2.29M	Buy	5,876 +2,031	+53%	+$706K	0.03%	183
2023 Q3	$1.22M	Hold	3,845	–	–	0.02%	237
2023 Q2	$1.34M	Sell	3,845 -18	-0.5%	-$5.71K	0.02%	228
2023 Q1	$1.18M	Hold	3,863	–	–	0.02%	253
2022 Q4	$1.08M	Hold	3,863	–	–	0.02%	259
2022 Q3	$939K	Hold	3,863	–	–	0.02%	276
2022 Q2	$1.05M	Buy	3,863 +1,787	+86%	+$535K	0.02%	266
2022 Q1	$700K	Buy	2,076 +1,319	+174%	+$444K	0.01%	311
2021 Q4	$296K	Hold	757	–	–	﹤0.01%	399
2021 Q3	$269K	Hold	757	–	–	﹤0.01%	416
2021 Q2	$274K	Hold	757	–	–	﹤0.01%	419
2021 Q1	$226K	Hold	757	–	–	﹤0.01%	440
2020 Q4	$220K	Hold	757	–	–	﹤0.01%	418
2020 Q3	$219K	Hold	757	–	–	﹤0.01%	382
2020 Q2	$208K	Buy	+757	New	+$192K	﹤0.01%	372

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Williams Jones Wealth Management's MCO Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Moody's (MCO) stake by 0.61% in Q2 2026, selling an estimated $14.8K and leaving 5,397 shares worth $2.44M. The position accounts for 0.03% of the portfolio, ranked #192.

Williams Jones Wealth Management first reported a position in MCO in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.49M in Q3 2024. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Williams Jones Wealth Management held 5,397 shares of Moody's worth $2.44M as of Q2 2026.
Williams Jones Wealth Management sold 33 Moody's shares in Q2 2026, an estimated $14.8K.
Moody's made up 0.03% of Williams Jones Wealth Management's portfolio in Q2 2026, its #192 holding.
Williams Jones Wealth Management first reported a position in Moody's in Q2 2020 and has held it in 25 quarters since.
Williams Jones Wealth Management's Moody's position peaked at $3.49M in Q3 2024.
1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.