Plante Moran Financial Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $54.5K | Hold |
125
| – | – | ﹤0.01% | 299 |
|
|
2025
Q4 | $63.9K | Sell |
125
-1
| -0.8% | -$488 | ﹤0.01% | 292 |
|
|
2025
Q3 | $60K | Buy |
126
+1
| +0.8% | +$504 | ﹤0.01% | 311 |
|
|
2025
Q2 | $62.7K | Hold |
125
| – | – | ﹤0.01% | 303 |
|
|
2025
Q1 | $58.2K | Hold |
125
| – | – | 0.01% | 314 |
|
|
2024
Q4 | $59.2K | Hold |
125
| – | – | ﹤0.01% | 320 |
|
|
2024
Q3 | $59.3K | Hold |
125
| – | – | 0.01% | 360 |
|
|
2024
Q2 | $52.6K | Hold |
125
| – | – | 0.01% | 331 |
|
|
2024
Q1 | $49.1K | Buy |
+125
| New | +$48.2K | 0.01% | 338 |
|
|
2022
Q3 | – | Sell |
-15
| Closed | -$4K | – | 985 |
|
|
2022
Q2 | $4K | Buy |
+15
| New | +$4.49K | ﹤0.01% | 739 |
|
|
2022
Q1 | – | Sell |
-57
| Closed | -$22K | – | 923 |
|
|
2021
Q4 | $22K | Buy |
+57
| New | +$22K | ﹤0.01% | 540 |
|
|
2021
Q2 | – | Sell |
-17
| Closed | -$5K | – | 1025 |
|
|
2021
Q1 | $5K | Hold |
17
| – | – | ﹤0.01% | 780 |
|
|
2020
Q4 | $5K | Sell |
17
-50
| -75% | -$14K | ﹤0.01% | 699 |
|
|
2020
Q3 | $19K | Buy |
67
+50
| +294% | +$14.3K | 0.01% | 511 |
|
|
2020
Q2 | $5K | Buy |
+17
| New | +$4.32K | ﹤0.01% | 597 |
|
|
2020
Q1 | – | Sell |
-8
| Closed | -$2K | – | 795 |
|
|
2019
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 695 |
|
|
2019
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 782 |
|
|
2019
Q2 | $2K | Buy |
+8
| New | +$1.52K | ﹤0.01% | 732 |
|
|
2018
Q3 | – | Sell |
-4
| Closed | -$1K | – | 816 |
|
|
2018
Q2 | $1K | Sell |
4
-96
| -96% | -$16.2K | ﹤0.01% | 770 |
|
|
2018
Q1 | $16K | Buy |
100
+8
| +9% | +$1.29K | 0.01% | 541 |
|
|
2017
Q4 | $14K | Hold |
92
| – | – | 0.01% | 547 |
|
|
2017
Q3 | $13K | Hold |
92
| – | – | 0.01% | 513 |
|
|
2017
Q2 | $11K | Hold |
92
| – | – | 0.01% | 544 |
|
|
2017
Q1 | $10K | Buy |
92
+4
| +5% | +$429 | 0.01% | 578 |
|
|
2016
Q4 | $8K | Hold |
88
| – | – | 0.01% | 628 |
|
|
2016
Q3 | $10K | Hold |
88
| – | – | 0.01% | 598 |
|
|
2016
Q2 | $8K | Hold |
88
| – | – | 0.01% | 557 |
|
|
2016
Q1 | $8K | Hold |
88
| – | – | 0.01% | 514 |
|
|
2015
Q4 | $9K | Hold |
88
| – | – | 0.01% | 600 |
|
|
2015
Q3 | $9K | Hold |
88
| – | – | 0.01% | 498 |
|
|
2015
Q2 | $10K | Hold |
88
| – | – | 0.01% | 526 |
|
|
2015
Q1 | $9K | Hold |
88
| – | – | 0.01% | 531 |
|
|
2014
Q4 | $8K | Hold |
88
| – | – | 0.01% | 583 |
|
|
2014
Q3 | $8K | Hold |
88
| – | – | 0.01% | 588 |
|
|
2014
Q2 | $8K | Buy |
+88
| New | +$7.25K | 0.01% | 585 |
|
Other funds holding MCO
VCM
VPM
PAM
Plante Moran Financial Advisors's MCO Position: Q1 2026 in Review
Plante Moran Financial Advisors held its Moody's (MCO) position steady in Q1 2026 at 125 shares worth $54.5K. The position accounts for ﹤0.01% of the portfolio, ranked #299.
Plante Moran Financial Advisors first reported a position in MCO in Q2 2014 and has held it in 35 quarters since. The position peaked at $63.9K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.
- Plante Moran Financial Advisors held 125 shares of Moody's worth $54.5K as of Q1 2026.
- Plante Moran Financial Advisors left its Moody's share count unchanged in Q1 2026.
- Moody's made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #299 holding.
- Plante Moran Financial Advisors first reported a position in Moody's in Q2 2014 and has held it in 35 quarters since.
- Plante Moran Financial Advisors's Moody's position peaked at $63.9K in Q4 2025.
- 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.