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

OLIO 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 		– Sell
-711
Closed -$310K – 73
2026
Q1 		$310K Buy
711
+137
+24% +$64.8K 0.09% 53
2025
Q4 		$293K Hold
574
– – 0.08% 54
2025
Q3 		$274K Sell
574
-156
-21% -$78.6K 0.08% 57
2025
Q2 		$366K Sell
730
-2
-0.3% -$926 0.12% 45
2025
Q1 		$341K Buy
732
+158
+28% +$76.1K 0.12% 45
2024
Q4 		$272K Sell
574
-1,550
-73% -$740K 0.1% 52
2024
Q3 		$830K Hold
2,124
– – 0.35% 26
2024
Q2 		$830K Hold
2,124
– – 0.35% 26
2024
Q1 		$830K Hold
2,124
– – 0.35% 26
2023
Q4 		$830K Hold
2,124
– – 0.35% 26
2023
Q3 		$672K Buy
+2,124
New +$722K 0.32% 29

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

OLIO Financial Planning sold out of Moody's (MCO) in Q2 2026, closing a stake of 711 shares — an estimated $310K sold.

OLIO Financial Planning first reported a position in MCO in Q3 2023 and held it in 11 quarters. The position peaked at $830K in Q3 2024. 241 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • OLIO Financial Planning reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • OLIO Financial Planning sold 711 Moody's shares in Q2 2026, an estimated $310K.
  • OLIO Financial Planning first reported a position in Moody's in Q3 2023 and held it in 11 quarters.
  • OLIO Financial Planning's Moody's position peaked at $830K in Q3 2024.
  • 241 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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