Regent Peak Wealth Advisors »

Moody's Corporation shares owned by Regent Peak Wealth Advisors

Quarter-by-quarter ownership of Moody's Corporation (MCO) shares owned by Regent Peak Wealth Advisors from 13F filings

Historical chart of Regent Peak Wealth Advisors investment in Moody's Corporation

Tip: Access up to 7 years of quarterly data

All positions including Moody's Corporation held by Regent Peak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Moody's Corporation by Regent Peak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $264k 558 473.37
2024-09-30 $260k 548 474.59
2024-06-30 $226k 537 420.93
2024-03-31 $209k 532 393.03
2023-12-31 $206k 527 390.56
2021-12-31 $210k 537 391.06
2020-12-31 $144k 497 289.74

More positions owned by Regent Peak Wealth Advisors

Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Eafe Etf Etf (IEFA)
Apple Stock (AAPL)
Vanguard Growth Etf Etf (VUG)
Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Total Bond Market Etf Etf (BND)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Russell 1000 Growth Etf Etf (IWF)
Tesla Stock (TSLA)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Microsoft Corp Stock (MSFT)
Nvidia Corporation Stock (NVDA)
Amazon Stock (AMZN)
Vanguard Value Etf Etf (VTV)

View all positions for Regent Peak Wealth Advisors

Top funds holding Moody's Corporation

Berkshire Hathaway
BlackRock
Geode Capital Management
Akre Capital Management
Fiera Capital Corporation
Bank of New York Mellon
Jennison Associates
Massachusetts Financial Services
Baillie Gifford & Co
Jpmorgan Chase & Co
Investec Asset Management
StonePine Asset Management
Northern Trust
Rothschild & Co Wealth Management UK
Valley Forge Advisors

View all funds holding Moody's Corporation