Planning Alternatives’s Moody's MCO Stock Holding History

Planning Alternatives’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	–	Sell	-1,215	Closed	-$621K	–	115
2025 Q4	$621K	Buy	+1,215	New	+$593K	0.08%	53

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) 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

Planning Alternatives's MCO Position: Q1 2026 in Review

Planning Alternatives sold out of Moody's (MCO) in Q1 2026, closing a stake of 1,215 shares — an estimated $621K sold.

Planning Alternatives first reported a position in MCO in Q4 2025 and held it in 1 quarter. The position peaked at $621K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Planning Alternatives reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
Planning Alternatives sold 1,215 Moody's shares in Q1 2026, an estimated $621K.
Planning Alternatives first reported a position in Moody's in Q4 2025 and held it in 1 quarter.
Planning Alternatives's Moody's position peaked at $621K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Planning Alternatives's 13F filing for Q1 2026, filed 7 May 2026.