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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
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
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

Williams Jones Wealth Management's MCO Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its Moody's (MCO) stake by 0.53% in Q1 2026, selling an estimated $13.7K and leaving 5,430 shares worth $2.37M. The position accounts for 0.03% of the portfolio, ranked #182.

Williams Jones Wealth Management first reported a position in MCO in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.49M in Q3 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Williams Jones Wealth Management held 5,430 shares of Moody's worth $2.37M as of Q1 2026.
  • Williams Jones Wealth Management sold 29 Moody's shares in Q1 2026, an estimated $13.7K.
  • Moody's made up 0.03% of Williams Jones Wealth Management's portfolio in Q1 2026, its #182 holding.
  • Williams Jones Wealth Management first reported a position in Moody's in Q2 2020 and has held it in 24 quarters since.
  • Williams Jones Wealth Management's Moody's position peaked at $3.49M in Q3 2024.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.