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Kerr Financial Planning’s Moody's MCO Stock Holding History

Kerr Financial Planning’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 		$18.4K Sell
41
-1
-2% -$449 0.02% 296
2026
Q1 		$19.4K Buy
42
+2
+5% +$946 0.01% 282
2025
Q4 		$18.5K Hold
40
– – 0.03% 289
2025
Q3 		$19.3K Buy
+40
New +$20.2K 0.03% 273

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 $3.38T AUM 44.17% 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

Kerr Financial Planning's MCO Position: Q2 2026 in Review

Kerr Financial Planning reduced its Moody's (MCO) stake by 2.4% in Q2 2026, selling an estimated $449 and leaving 41 shares worth $18.4K. The position accounts for 0.02% of the portfolio, ranked #296.

Kerr Financial Planning first reported a position in MCO in Q3 2025 and has held it in 4 quarters since. The position peaked at $19.4K in Q1 2026. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Kerr Financial Planning held 41 shares of Moody's worth $18.4K as of Q2 2026.
  • Kerr Financial Planning sold 1 Moody's share in Q2 2026, an estimated $449.
  • Moody's made up 0.02% of Kerr Financial Planning's portfolio in Q2 2026, its #296 holding.
  • Kerr Financial Planning first reported a position in Moody's in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Moody's position peaked at $19.4K in Q1 2026.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.