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Capital Planning Advisors’s Moody's MCO Stock Holding History

Capital Planning Advisors’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
2022
Q4 		– Sell
-1,563
Closed -$380K – 127
2022
Q3 		$380K Sell
1,563
-1,510
-49% -$439K 0.1% 93
2022
Q2 		$836K Sell
3,073
-1,971
-39% -$590K 0.22% 69
2022
Q1 		$1.7M Sell
5,044
-65
-1% -$21.9K 0.36% 66
2021
Q4 		$2M Buy
5,109
+377
+8% +$145K 0.38% 67
2021
Q3 		$1.68M Buy
4,732
+98
+2% +$36.9K 0.35% 68
2021
Q2 		$1.68M Sell
4,634
-29
-0.6% -$9.65K 0.34% 73
2021
Q1 		$1.39M Buy
4,663
+2,088
+81% +$588K 0.31% 72
2020
Q4 		$747K Buy
2,575
+280
+12% +$78.3K 0.18% 85
2020
Q3 		$665K Buy
2,295
+370
+19% +$106K 0.18% 83
2020
Q2 		$529K Buy
1,925
+459
+31% +$117K 0.16% 85
2020
Q1 		$310K Buy
1,466
+90
+7% +$21.9K 0.12% 98
2019
Q4 		$327K Buy
+1,376
New +$306K 0.09% 104

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital Planning Advisors's MCO Position: Q4 2022 in Review

Capital Planning Advisors sold out of Moody's (MCO) in Q4 2022, closing a stake of 1,563 shares — an estimated $380K sold.

Capital Planning Advisors first reported a position in MCO in Q4 2019 and held it in 12 quarters. The position peaked at $2M in Q4 2021. 963 funds tracked by Wall St. Rank hold MCO as of Q4 2022.

  • Capital Planning Advisors reported no remaining Moody's position as of Q4 2022 after selling out during the quarter.
  • Capital Planning Advisors sold 1,563 Moody's shares in Q4 2022, an estimated $380K.
  • Capital Planning Advisors first reported a position in Moody's in Q4 2019 and held it in 12 quarters.
  • Capital Planning Advisors's Moody's position peaked at $2M in Q4 2021.
  • 963 funds tracked by Wall St. Rank held Moody's as of Q4 2022.

Based on Capital Planning Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.