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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
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

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

Cornerstone Planning Group's MCO Position: Q2 2026 in Review

Cornerstone Planning Group increased its Moody's (MCO) stake by 0.06% in Q2 2026, buying an estimated $449 and bringing the position to 1,806 shares worth $885K. The position accounts for 0.11% of the portfolio, ranked #79.

Cornerstone Planning Group first reported a position in MCO in Q4 2022 and has held it in 14 quarters since. The position peaked at $923K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Cornerstone Planning Group held 1,806 shares of Moody's worth $885K as of Q2 2026.
  • Cornerstone Planning Group bought 1 Moody's share in Q2 2026, an estimated $449.
  • Moody's made up 0.11% of Cornerstone Planning Group's portfolio in Q2 2026, its #79 holding.
  • Cornerstone Planning Group first reported a position in Moody's in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Moody's position peaked at $923K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.