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Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

MCO holding history

Moodys Corp in every 13F filed by Personal Cfo Solutions, LLC, 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)
1,468
Value
$665.0K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of MCO by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,468$665.0K0.1%−54−3.5%ReducedHolders
Q1 20261,522$663.8K0.1%−78−4.9%ReducedHolders
Q4 20251,600$817.5K0.1%−19−1.2%ReducedHolders
Q3 20251,619$771.5K0.1%−33−2.0%ReducedHolders
Q2 20251,652$828.7K0.2%00.0%UnchangedHolders
Q1 20251,652$769.3K0.2%+11+0.7%AddedHolders
Q4 20241,641$776.7K0.2%−158−8.8%ReducedHolders
Q3 20241,799$853.6K0.1%00.0%UnchangedHolders
Q2 20241,799$757.1K0.1%−26−1.4%ReducedHolders
Q1 20241,825$717.4K0.1%−41−2.2%ReducedHolders
Q4 20231,866$728.9K0.1%−259−12.2%ReducedHolders
Q3 20232,125$671.9K0.1%−53−2.4%ReducedHolders
Q2 20232,178$757.4K0.2%+21+1.0%AddedHolders
Q1 20232,157$660.1K0.1%−39−1.8%ReducedHolders
Q4 20222,196$611.8K0.1%+472+27.4%AddedHolders
Q3 20221,724$419.0K0.1%+114+7.1%AddedHolders
Q2 20221,610$438.0K0.1%−101−5.9%ReducedHolders
Q1 20221,711$577.0K0.1%+178+11.6%AddedHolders
Q4 20211,533$599.0K0.1%+1,533NewHolders