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Pinnacle Wealth Planning Services’s Moody's MCO Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$460K Buy
1,055
+371
+54% +$176K 0.05% 235
2025
Q4 		$349K Buy
684
+11
+2% +$5.37K 0.04% 283
2025
Q3 		$321K Buy
673
+4
+0.6% +$2.02K 0.04% 296
2025
Q2 		$336K Sell
669
-93
-12% -$43.1K 0.04% 269
2025
Q1 		$355K Buy
762
+65
+9% +$31.3K 0.05% 224
2024
Q4 		$330K Buy
697
+3
+0.4% +$1.43K 0.05% 233
2024
Q3 		$329K Sell
694
-8
-1% -$3.71K 0.04% 285
2024
Q2 		$295K Sell
702
-5
-0.7% -$1.99K 0.04% 294
2024
Q1 		$278K Buy
707
+7
+1% +$2.7K 0.04% 320
2023
Q4 		$273K Buy
700
+2
+0.3% +$695 0.04% 295
2023
Q3 		$221K Sell
698
-7
-1% -$2.38K 0.04% 340
2023
Q2 		$245K Buy
705
+19
+3% +$6.02K 0.04% 313
2023
Q1 		$210K Buy
+686
New +$207K 0.03% 379
2022
Q4 		– Sell
-1,104
Closed -$269K – 474
2022
Q3 		$269K Buy
1,104
+9
+0.8% +$2.62K 0.05% 264
2022
Q2 		$298K Sell
1,095
-226
-17% -$67.6K 0.05% 249
2022
Q1 		$446K Buy
1,321
+530
+67% +$178K 0.08% 184
2021
Q4 		$309K Buy
791
+71
+10% +$27.4K 0.06% 258
2021
Q3 		$256K Buy
720
+40
+6% +$15.1K 0.06% 272
2021
Q2 		$246K Buy
680
+1
+0.1% +$333 0.06% 276
2021
Q1 		$203K Buy
679
+65
+11% +$18.3K 0.05% 304
2020
Q4 		$179K Sell
614
-100
-14% -$28K 0.04% 310
2020
Q3 		$207K Buy
+714
New +$204K 0.07% 230

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Pinnacle Wealth Planning Services's MCO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Moody's (MCO) stake by 54% in Q1 2026, buying an estimated $176K and bringing the position to 1,055 shares worth $460K. The position accounts for 0.05% of the portfolio, ranked #235.

Pinnacle Wealth Planning Services first reported a position in MCO in Q3 2020 and has held it in 22 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,055 shares of Moody's worth $460K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 371 Moody's shares in Q1 2026, an estimated $176K.
  • Moody's made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #235 holding.
  • Pinnacle Wealth Planning Services first reported a position in Moody's in Q3 2020 and has held it in 22 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.