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Larry Mathis Financial Planning’s Moody's MCO Stock Holding History

Larry Mathis 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 		$202K Sell
446
-66
-13% -$29.6K 0.15% 145
2026
Q1 		$223K Sell
512
-405
-44% -$192K 0.2% 136
2025
Q4 		$468K Buy
+917
New +$447K 0.41% 70

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

Larry Mathis Financial Planning's MCO Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its Moody's (MCO) stake by 13% in Q2 2026, selling an estimated $29.6K and leaving 446 shares worth $202K. The position accounts for 0.15% of the portfolio, ranked #145.

Larry Mathis Financial Planning first reported a position in MCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $468K in Q4 2025. 1,398 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Larry Mathis Financial Planning held 446 shares of Moody's worth $202K as of Q2 2026.
  • Larry Mathis Financial Planning sold 66 Moody's shares in Q2 2026, an estimated $29.6K.
  • Moody's made up 0.15% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #145 holding.
  • Larry Mathis Financial Planning first reported a position in Moody's in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's Moody's position peaked at $468K in Q4 2025.
  • 1,398 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.