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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

MCO holding history

Moodys Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCO overviewAll 13F holders of MCOFull Q2 2026 holdings

Shares (Q2 2026)
51,572
Value
$23.4M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MCO by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202651,572$23.4M<0.1%+6,996+15.7%AddedHolders
Q1 202644,576$19.4M<0.1%+9,235+26.1%AddedHolders
Q4 202535,341$18.1M<0.1%+5,635+19.0%AddedHolders
Q3 202529,706$14.2M<0.1%+2,028+7.3%AddedHolders
Q2 202527,678$13.9M<0.1%−510−1.8%ReducedHolders
Q1 202528,188$13.1M<0.1%+4,164+17.3%AddedHolders
Q4 202424,024$11.4M<0.1%+291+1.2%AddedHolders
Q3 202423,733$11.3M<0.1%+2,933+14.1%AddedHolders
Q2 202420,800$8.76M<0.1%+1,779+9.4%AddedHolders
Q1 202419,021$7.48M<0.1%+1,490+8.5%AddedHolders
Q4 202317,531$6.85M<0.1%+1,045+6.3%AddedHolders
Q3 202316,486$5.21M<0.1%+1,164+7.6%AddedHolders
Q2 202315,322$5.33M<0.1%+1,516+11.0%AddedHolders
Q1 202313,806$4.22M<0.1%+704+5.4%AddedHolders
Q4 202213,102$3.65M<0.1%+3,234+32.8%AddedHolders
Q3 20229,868$2.40M<0.1%−2,024−17.0%ReducedHolders
Q2 202211,892$3.23M<0.1%+1,714+16.8%AddedHolders
Q1 202210,178$3.43M<0.1%−337−3.2%ReducedHolders
Q4 202110,515$4.11M<0.1%−185−1.7%ReducedHolders
Q3 202110,700$3.80M<0.1%+606+6.0%AddedHolders
Q2 202110,094$3.66M<0.1%−1,210−10.7%ReducedHolders
Q1 202111,304$3.38M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.