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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
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 $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

Asset Planning Inc's MCO Position: Q1 2026 in Review

Asset Planning Inc held its Moody's (MCO) position steady in Q1 2026 at 89 shares worth $38.8K. The position accounts for 0.03% of the portfolio, ranked #168.

Asset Planning Inc first reported a position in MCO in Q4 2024 and has held it in 6 quarters since. The position peaked at $45.3K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Asset Planning Inc held 89 shares of Moody's worth $38.8K as of Q1 2026.
  • Asset Planning Inc left its Moody's share count unchanged in Q1 2026.
  • Moody's made up 0.03% of Asset Planning Inc's portfolio in Q1 2026, its #168 holding.
  • Asset Planning Inc first reported a position in Moody's in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Moody's position peaked at $45.3K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.