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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

MCO holding history

Moodys Corp in every 13F filed by Cornerstone Planning Group 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)
1,806
Value
$884.6K
% of portfolio
0.1%
Quarters held
14
Since Q4 2022
Holdings of MCO by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,806$884.6K0.1%+1+0.1%AddedHolders
Q1 20261,805$820.1K0.1%+19+1.1%AddedHolders
Q4 20251,786$922.7K0.1%+4+0.2%AddedHolders
Q3 20251,782$853.4K0.1%+3+0.2%AddedHolders
Q2 20251,779$917.9K0.2%+10+0.6%AddedHolders
Q1 20251,769$762.0K0.2%+14+0.8%AddedHolders
Q4 20241,755$870.8K0.2%+4+0.2%AddedHolders
Q3 20241,751$806.5K0.2%+3+0.2%AddedHolders
Q2 20241,748$769.1K0.2%+6+0.3%AddedHolders
Q1 20241,742$662.8K0.2%−125−6.7%ReducedHolders
Q4 20231,867$729.0K0.2%−595−24.2%ReducedHolders
Q3 20232,462$778.3K0.3%00.0%UnchangedHolders
Q2 20232,462$856.0K0.3%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20222,449$766.6K0.3%–No prior filingHolders