Creative Planning’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.4M | Buy |
44,576
+9,235
| +26% | +$4.37M | 0.01% | 454 |
|
|
2025
Q4 | $18.1M | Buy |
35,341
+5,635
| +19% | +$2.75M | 0.01% | 415 |
|
|
2025
Q3 | $14.2M | Buy |
29,706
+2,028
| +7% | +$1.02M | 0.01% | 457 |
|
|
2025
Q2 | $13.9M | Sell |
27,678
-510
| -2% | -$236K | 0.01% | 424 |
|
|
2025
Q1 | $13.1M | Buy |
28,188
+4,164
| +17% | +$2.01M | 0.01% | 415 |
|
|
2024
Q4 | $11.4M | Buy |
24,024
+291
| +1% | +$139K | 0.01% | 408 |
|
|
2024
Q3 | $11.3M | Buy |
23,733
+2,933
| +14% | +$1.36M | 0.01% | 404 |
|
|
2024
Q2 | $8.76M | Buy |
20,800
+1,779
| +9% | +$708K | 0.01% | 446 |
|
|
2024
Q1 | $7.48M | Buy |
19,021
+1,490
| +8% | +$575K | 0.01% | 482 |
|
|
2023
Q4 | $6.85M | Buy |
17,531
+1,045
| +6% | +$363K | 0.01% | 485 |
|
|
2023
Q3 | $5.21M | Buy |
16,486
+1,164
| +8% | +$396K | 0.01% | 520 |
|
|
2023
Q2 | $5.33M | Buy |
15,322
+1,516
| +11% | +$481K | 0.01% | 506 |
|
|
2023
Q1 | $4.22M | Buy |
13,806
+704
| +5% | +$213K | 0.01% | 548 |
|
|
2022
Q4 | $3.65M | Buy |
13,102
+3,234
| +33% | +$885K | 0.01% | 557 |
|
|
2022
Q3 | $2.4M | Sell |
9,868
-2,024
| -17% | -$588K | ﹤0.01% | 637 |
|
|
2022
Q2 | $3.23M | Buy |
11,892
+1,714
| +17% | +$513K | 0.01% | 568 |
|
|
2022
Q1 | $3.43M | Sell |
10,178
-337
| -3% | -$113K | 0.01% | 553 |
|
|
2021
Q4 | $4.11M | Sell |
10,515
-185
| -2% | -$71.4K | 0.01% | 473 |
|
|
2021
Q3 | $3.8M | Buy |
10,700
+606
| +6% | +$228K | 0.01% | 494 |
|
|
2021
Q2 | $3.66M | Sell |
10,094
-1,210
| -11% | -$403K | 0.01% | 488 |
|
|
2021
Q1 | $3.38M | Buy |
11,304
+531
| +5% | +$150K | 0.01% | 523 |
|
|
2020
Q4 | $3.13M | Buy |
10,773
+1,308
| +14% | +$366K | 0.01% | 500 |
|
|
2020
Q3 | $2.74M | Buy |
9,465
+372
| +4% | +$106K | 0.01% | 461 |
|
|
2020
Q2 | $2.5M | Sell |
9,093
-473
| -5% | -$120K | 0.01% | 432 |
|
|
2020
Q1 | $2.02M | Sell |
9,566
-557
| -6% | -$135K | 0.01% | 434 |
|
|
2019
Q4 | $2.4M | Buy |
10,123
+450
| +5% | +$100K | 0.01% | 461 |
|
|
2019
Q3 | $1.98M | Sell |
9,673
-56
| -0.6% | -$11.7K | 0.01% | 494 |
|
|
2019
Q2 | $1.9M | Buy |
9,729
+202
| +2% | +$38.3K | 0.01% | 517 |
|
|
2019
Q1 | $1.73M | Buy |
9,527
+620
| +7% | +$102K | 0.01% | 514 |
|
|
2018
Q4 | $1.25M | Sell |
8,907
-207
| -2% | -$31.2K | 0.01% | 585 |
|
|
2018
Q3 | $1.52M | Buy |
9,114
+342
| +4% | +$60.1K | 0.01% | 565 |
|
|
2018
Q2 | $1.5M | Sell |
8,772
-6
| -0.1% | -$1.02K | 0.01% | 551 |
|
|
2018
Q1 | $1.42M | Sell |
8,778
-384
| -4% | -$62.2K | 0.01% | 565 |
|
|
2017
Q4 | $1.35M | Buy |
9,162
+444
| +5% | +$65.1K | 0.01% | 580 |
|
|
2017
Q3 | $1.21M | Buy |
8,718
+892
| +11% | +$117K | 0.01% | 627 |
|
|
2017
Q2 | $952K | Buy |
7,826
+130
| +2% | +$15.2K | ﹤0.01% | 716 |
|
|
2017
Q1 | $862K | Buy |
7,696
+91
| +1% | +$9.76K | ﹤0.01% | 727 |
|
|
2016
Q4 | $717K | Buy |
7,605
+30
| +0.4% | +$3.03K | ﹤0.01% | 761 |
|
|
2016
Q3 | $820K | Buy |
7,575
+92
| +1% | +$9.67K | 0.01% | 674 |
|
|
2016
Q2 | $701K | Sell |
7,483
-75
| -1% | -$7.25K | 0.01% | 644 |
|
|
2016
Q1 | $730K | Sell |
7,558
-7
| -0.1% | -$629 | 0.01% | 602 |
|
|
2015
Q4 | $759K | Buy |
7,565
+684
| +10% | +$68.5K | 0.01% | 593 |
|
|
2015
Q3 | $676K | Buy |
+6,881
| New | +$732K | 0.01% | 618 |
|
|
2015
Q2 | – | Sell |
-7,193
| Closed | -$747K | – | 2204 |
|
|
2015
Q1 | $747K | Buy |
7,193
+296
| +4% | +$28.6K | 0.01% | 567 |
|
|
2014
Q4 | $661K | Buy |
6,897
+870
| +14% | +$84.4K | 0.01% | 586 |
|
|
2014
Q3 | $570K | Sell |
6,027
-150
| -2% | -$13.7K | 0.01% | 604 |
|
|
2014
Q2 | $541K | Buy |
6,177
+569
| +10% | +$46.9K | 0.01% | 616 |
|
|
2014
Q1 | $445K | Hold |
5,608
| – | – | 0.01% | 674 |
|
|
2013
Q4 | $440K | Buy |
5,608
+700
| +14% | +$51.2K | 0.01% | 558 |
|
|
2013
Q3 | $345K | Buy |
4,908
+600
| +14% | +$39.4K | 0.01% | 542 |
|
|
2013
Q2 | $262K | Buy |
+4,308
| New | +$261K | 0.01% | 599 |
|
Other funds holding MCO
VCM
VPM
PAM
Creative Planning's MCO Position: Q1 2026 in Review
Creative Planning increased its Moody's (MCO) stake by 26% in Q1 2026, buying an estimated $4.37M and bringing the position to 44,576 shares worth $19.4M. The position accounts for 0.01% of the portfolio, ranked #454.
Creative Planning first reported a position in MCO in Q2 2013 and has held it in 51 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.
- Creative Planning held 44,576 shares of Moody's worth $19.4M as of Q1 2026.
- Creative Planning bought 9,235 Moody's shares in Q1 2026, an estimated $4.37M.
- Moody's made up 0.01% of Creative Planning's portfolio in Q1 2026, its #454 holding.
- Creative Planning first reported a position in Moody's in Q2 2013 and has held it in 51 quarters since.
- 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.