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Moody's Corporation shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Moody's Corporation (MCO) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Moody's Corporation

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All positions including Moody's Corporation held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Moody's Corporation by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $383k 877 436.25

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Moody's Corporation

Berkshire Hathaway
Vanguard Group
TCI Fund Management
BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Geode Capital Management
Vanguard Portfolio Management
Fiera Capital Corporation
StonePine Asset Management
Bank of New York Mellon
Morgan Stanley
Goldman Sachs Group
Akre Capital Management

View all funds holding Moody's Corporation