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Asset Planning Inc’s Moody's MCO Stock Holding History

Asset Planning Inc’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 		$40.4K Hold
89
– – 0.03% 172
2026
Q1 		$38.8K Hold
89
– – 0.03% 168
2025
Q4 		$45.3K Hold
89
– – 0.03% 153
2025
Q3 		$42.2K Buy
89
+1
+1% +$504 0.03% 158
2025
Q2 		$44.3K Hold
88
– – 0.03% 155
2025
Q1 		$41.1K Hold
88
– – 0.03% 155
2024
Q4 		$41.7K Buy
+88
New +$42K 0.03% 158

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Asset Planning Inc's MCO Position: Q2 2026 in Review

Asset Planning Inc held its Moody's (MCO) position steady in Q2 2026 at 89 shares worth $40.4K. The position accounts for 0.03% of the portfolio, ranked #172.

Asset Planning Inc first reported a position in MCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $45.3K in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Asset Planning Inc held 89 shares of Moody's worth $40.4K as of Q2 2026.
  • Asset Planning Inc left its Moody's share count unchanged in Q2 2026.
  • Moody's made up 0.03% of Asset Planning Inc's portfolio in Q2 2026, its #172 holding.
  • Asset Planning Inc first reported a position in Moody's in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Moody's position peaked at $45.3K in Q4 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.