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Creative Planning MCO Position History
Moody's Corporation • Services
Quarters held
10
Latest value
$42.6M
Q3 2026
Peak value
$42.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13.8M |
| Q3 2025 | $349K |
| Q4 2025 | $17.7M |
| Q4 2025 | $390K |
| Q1 2026 | $261K |
| Q1 2026 | $19.2M |
| Q2 2026 | $308K |
| Q2 2026 | $23.1M |
| Q3 2026 | $341K |
| Q3 2026 | $42.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $42.6M | 93.7K | — | — |
| Q3 2026 | $341K | 750 | — | — |
| Q2 2026 | $23.1M | 50.9K | — | — |
| Q2 2026 | $308K | 680 | — | — |
| Q1 2026 | $19.2M | 44.0K | — | — |
| Q1 2026 | $261K | 597 | — | — |
| Q4 2025 | $390K | 763 | — | — |
| Q4 2025 | $17.7M | 34.6K | — | — |
| Q3 2025 | $349K | 732 | — | — |
| Q3 2025 | $13.8M | 29.0K | — | — |
Other funds holding MCO
$41.9B
$40.9B
$40.7B
$40.4B
$20.9B
$20.8B
$19.8B