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 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 Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) 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

Cornerstone Planning Group's MCO Position: Q1 2026 in Review

Cornerstone Planning Group increased its Moody's (MCO) stake by 1.1% in Q1 2026, buying an estimated $8.99K and bringing the position to 1,805 shares worth $820K. The position accounts for 0.11% of the portfolio, ranked #77.

Cornerstone Planning Group first reported a position in MCO in Q4 2022 and has held it in 13 quarters since. The position peaked at $923K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Cornerstone Planning Group held 1,805 shares of Moody's worth $820K as of Q1 2026.
Cornerstone Planning Group bought 19 Moody's shares in Q1 2026, an estimated $8.99K.
Moody's made up 0.11% of Cornerstone Planning Group's portfolio in Q1 2026, its #77 holding.
Cornerstone Planning Group first reported a position in Moody's in Q4 2022 and has held it in 13 quarters since.
Cornerstone Planning Group's Moody's position peaked at $923K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.