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Planning Strategies Inc.’s Moody's MCO Stock Holding History

Planning Strategies Inc.’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 		$4.53K Buy
+10
New +$4.49K ﹤0.01% 431

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Planning Strategies Inc.'s MCO Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Moody's (MCO) in Q2 2026: 10 shares worth $4.53K. The stake represents ﹤0.01% of the portfolio and ranks #431 among its holdings.

486 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Planning Strategies Inc. held 10 shares of Moody's worth $4.53K as of Q2 2026.
  • Moody's was a new Planning Strategies Inc. position in Q2 2026.
  • Moody's made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #431 holding.
  • 486 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.