Abacus Planning Group
MCO icon

Abacus Planning Group’s Moody's MCO Stock Holding History

Abacus Planning Group’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 		$498K Hold
1,096
– – 0.06% 143
2026
Q2 		$496K Sell
1,096
-59
-5% -$26.5K 0.06% 143
2026
Q1 		$504K Sell
1,155
-7
-0.6% -$3.31K 0.07% 140
2025
Q4 		$594K Buy
1,162
+50
+4% +$24.4K 0.08% 114
2025
Q3 		$530K Hold
1,112
– – 0.07% 123
2025
Q2 		$558K Sell
1,112
-28
-2% -$13K 0.08% 115
2025
Q1 		$531K Buy
1,140
+9
+0.8% +$4.34K 0.09% 108
2024
Q4 		$535K Buy
1,131
+4
+0.4% +$1.91K 0.09% 109
2024
Q3 		$535K Buy
1,127
+266
+31% +$123K 0.1% 105
2024
Q2 		$362K Buy
861
+12
+1% +$4.77K 0.07% 132
2024
Q1 		$334K Sell
849
-21
-2% -$8.1K 0.07% 137
2023
Q4 		$340K Sell
870
-6
-0.7% -$2.08K 0.07% 134
2023
Q3 		$277K Hold
876
– – 0.07% 143
2023
Q2 		$305K Hold
876
– – 0.07% 137
2023
Q1 		$268K Hold
876
– – 0.07% 143
2022
Q4 		$244K Hold
876
– – 0.07% 150
2022
Q3 		$213K Hold
876
– – 0.06% 158
2022
Q2 		$238K Sell
876
-2
-0.2% -$598 0.07% 157
2022
Q1 		$296K Hold
878
– – 0.08% 156
2021
Q4 		$343K Buy
878
+21
+2% +$8.1K 0.09% 140
2021
Q3 		$304K Hold
857
– – 0.1% 138
2021
Q2 		$311K Sell
857
-340
-28% -$113K 0.1% 135
2021
Q1 		$357K Hold
1,197
– – 0.11% 123
2020
Q4 		$347K Buy
1,197
+5
+0.4% +$1.4K 0.11% 118
2020
Q3 		$346K Hold
1,192
– – 0.13% 107
2020
Q2 		$327K Hold
1,192
– – 0.13% 108
2020
Q1 		$252K Sell
1,192
-140
-11% -$34K 0.12% 116
2019
Q4 		$316K Sell
1,332
-200
-13% -$44.4K 0.15% 121
2019
Q3 		$314K Buy
+1,532
New +$321K 0.16% 118

Other funds holding MCO

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Abacus Planning Group's MCO Position: Q3 2026 in Review

Abacus Planning Group held its Moody's (MCO) position steady in Q3 2026 at 1,096 shares worth $498K. The position accounts for 0.06% of the portfolio, ranked #143.

Abacus Planning Group first reported a position in MCO in Q3 2019 and has held it in 29 quarters since. The position peaked at $594K in Q4 2025. 621 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Abacus Planning Group held 1,096 shares of Moody's worth $498K as of Q3 2026.
  • Abacus Planning Group left its Moody's share count unchanged in Q3 2026.
  • Moody's made up 0.06% of Abacus Planning Group's portfolio in Q3 2026, its #143 holding.
  • Abacus Planning Group first reported a position in Moody's in Q3 2019 and has held it in 29 quarters since.
  • Abacus Planning Group's Moody's position peaked at $594K in Q4 2025.
  • 621 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Abacus Planning Group's 13F filing for Q3 2026, filed 2 Nov 2026.