Cornerstone Planning Group
MCO icon

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

Cornerstone 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 		$840K Buy
1,810
+4
+0.2% +$1.94K 0.1% 84
2026
Q2 		$885K Buy
1,806
+1
+0.1% +$449 0.11% 79
2026
Q1 		$820K Buy
1,805
+19
+1% +$8.99K 0.11% 77
2025
Q4 		$923K Buy
1,786
+4
+0.2% +$1.95K 0.14% 63
2025
Q3 		$853K Buy
1,782
+3
+0.2% +$1.51K 0.14% 66
2025
Q2 		$918K Buy
1,779
+10
+0.6% +$4.63K 0.19% 37
2025
Q1 		$762K Buy
1,769
+14
+0.8% +$6.75K 0.18% 35
2024
Q4 		$871K Buy
1,755
+4
+0.2% +$1.91K 0.21% 32
2024
Q3 		$806K Buy
1,751
+3
+0.2% +$1.39K 0.21% 31
2024
Q2 		$769K Buy
1,748
+6
+0.3% +$2.39K 0.22% 33
2024
Q1 		$663K Sell
1,742
-125
-7% -$48.2K 0.21% 32
2023
Q4 		$729K Sell
1,867
-595
-24% -$207K 0.24% 30
2023
Q3 		$778K Hold
2,462
– – 0.3% 35
2023
Q2 		$856K Buy
+2,462
New +$780K 0.34% 32
2022
Q4 		$767K Buy
+2,449
New +$670K 0.32% 44

Other funds holding MCO

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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

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

Cornerstone Planning Group increased its Moody's (MCO) stake by 0.22% in Q3 2026, buying an estimated $1.94K and bringing the position to 1,810 shares worth $840K. The position accounts for 0.1% of the portfolio, ranked #84.

Cornerstone Planning Group first reported a position in MCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $923K in Q4 2025. 1,112 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Cornerstone Planning Group held 1,810 shares of Moody's worth $840K as of Q3 2026.
  • Cornerstone Planning Group bought 4 Moody's shares in Q3 2026, an estimated $1.94K.
  • Moody's made up 0.1% of Cornerstone Planning Group's portfolio in Q3 2026, its #84 holding.
  • Cornerstone Planning Group first reported a position in Moody's in Q4 2022 and has held it in 15 quarters since.
  • Cornerstone Planning Group's Moody's position peaked at $923K in Q4 2025.
  • 1,112 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.