Superior Planning, LLC’s Moody's MCO Stock Holding History

Superior Planning, LLC’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 Q3	$32.7K	Buy	+72	New	+$34.9K	0.01%	514

Other funds holding MCO

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Superior Planning, LLC's MCO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Moody's (MCO) in Q3 2026: 72 shares worth $32.7K. The stake represents 0.01% of the portfolio and ranks #514 among its holdings.

991 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

Superior Planning, LLC held 72 shares of Moody's worth $32.7K as of Q3 2026.
Moody's was a new Superior Planning, LLC position in Q3 2026.
Moody's made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #514 holding.
991 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.