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United Financial Planning Group’s Moody's MCO Stock Holding History

United Financial Planning Group’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 		$397K Hold
877
– – 0.2% 38
2026
Q1 		$383K Buy
877
+41
+5% +$19.4K 0.23% 33
2025
Q4 		$427K Sell
836
-427
-34% -$208K 0.26% 34
2025
Q3 		$602K Buy
+1,263
New +$637K 0.38% 26

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 $3.38T AUM 44.17% 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

United Financial Planning Group's MCO Position: Q2 2026 in Review

United Financial Planning Group held its Moody's (MCO) position steady in Q2 2026 at 877 shares worth $397K. The position accounts for 0.2% of the portfolio, ranked #38.

United Financial Planning Group first reported a position in MCO in Q3 2025 and has held it in 4 quarters since. The position peaked at $602K in Q3 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • United Financial Planning Group held 877 shares of Moody's worth $397K as of Q2 2026.
  • United Financial Planning Group left its Moody's share count unchanged in Q2 2026.
  • Moody's made up 0.2% of United Financial Planning Group's portfolio in Q2 2026, its #38 holding.
  • United Financial Planning Group first reported a position in Moody's in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Moody's position peaked at $602K in Q3 2025.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.