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Planning Capital Management Corporation’s Moody's MCO Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$28.7K Buy
60
+51
+567% +$23.6K 0.02% 243
2024
Q2 		$3.79K Hold
9
– – ﹤0.01% 485
2024
Q1 		$3.54K Hold
9
– – ﹤0.01% 514
2023
Q4 		$3.52K Buy
+9
New +$3.13K ﹤0.01% 521

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Planning Capital Management Corporation's MCO Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Moody's (MCO) stake by 567% in Q3 2024, buying an estimated $23.6K and bringing the position to 60 shares worth $28.7K. The position accounts for 0.02% of the portfolio, ranked #243.

Planning Capital Management Corporation first reported a position in MCO in Q4 2023 and has held it in 4 quarters since. 1,205 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

  • Planning Capital Management Corporation held 60 shares of Moody's worth $28.7K as of Q3 2024.
  • Planning Capital Management Corporation bought 51 Moody's shares in Q3 2024, an estimated $23.6K.
  • Moody's made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #243 holding.
  • Planning Capital Management Corporation first reported a position in Moody's in Q4 2023 and has held it in 4 quarters since.
  • 1,205 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.