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PDS Planning’s Moody's MCO Stock Holding History

PDS 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 		$526K Sell
1,161
-67
-5% -$30.1K 0.03% 288
2026
Q1 		$536K Buy
1,228
+164
+15% +$77.6K 0.04% 251
2025
Q4 		$544K Sell
1,064
-93
-8% -$45.4K 0.04% 242
2025
Q3 		$551K Buy
1,157
+45
+4% +$22.7K 0.04% 224
2025
Q2 		$558K Buy
1,112
+37
+3% +$17.1K 0.04% 214
2025
Q1 		$501K Buy
1,075
+64
+6% +$30.8K 0.04% 211
2024
Q4 		$479K Sell
1,011
-31
-3% -$14.8K 0.04% 197
2024
Q3 		$495K Hold
1,042
– – 0.04% 197
2024
Q2 		$439K Buy
1,042
+11
+1% +$4.38K 0.04% 191
2024
Q1 		$405K Buy
1,031
+52
+5% +$20.1K 0.04% 197
2023
Q4 		$382K Sell
979
-36
-4% -$12.5K 0.04% 190
2023
Q3 		$321K Buy
1,015
+33
+3% +$11.2K 0.04% 204
2023
Q2 		$341K Buy
982
+321
+49% +$102K 0.04% 190
2023
Q1 		$202K Buy
+661
New +$200K 0.03% 265

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

PDS Planning's MCO Position: Q2 2026 in Review

PDS Planning reduced its Moody's (MCO) stake by 5.5% in Q2 2026, selling an estimated $30.1K and leaving 1,161 shares worth $526K. The position accounts for 0.03% of the portfolio, ranked #288.

PDS Planning first reported a position in MCO in Q1 2023 and has held it in 14 quarters since. The position peaked at $558K in Q2 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • PDS Planning held 1,161 shares of Moody's worth $526K as of Q2 2026.
  • PDS Planning sold 67 Moody's shares in Q2 2026, an estimated $30.1K.
  • Moody's made up 0.03% of PDS Planning's portfolio in Q2 2026, its #288 holding.
  • PDS Planning first reported a position in Moody's in Q1 2023 and has held it in 14 quarters since.
  • PDS Planning's Moody's position peaked at $558K in Q2 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.