Moody's Corporation
MX ˙ BMV ˙ US6153691059
SecurityMX:MCO / Moody's Corporation
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership1,055 shares
Latest Disclosed Value $ 460,244
Pinnacle Wealth Planning Services, Inc. reports 54.24% increase in ownership of MCO / Moody's Corporation

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 1,055 shares of Moody's Corporation (MX:MCO) valued at $460,244 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 684 shares of Moody's Corporation. This represents a change in shares of 54.24% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F MOODYS COM 615369105 1,055 371 54.24 460 31.81 0.0475
2026-02-13 2025-12-31 13F MOODYS COM 615369105 684 11 1.63 349 9.06 0.0365
2025-11-13 2025-09-30 13F MOODYS COM 615369105 673 4 0.60 321 -4.48 0.0376
2025-08-11 2025-06-30 13F MOODYS COM 615369105 669 -93 -12.20 336 -5.37 0.0441
2025-05-15 2025-03-31 13F MOODYS COM 615369105 762 65 9.33 355 7.60 0.0533
2025-02-27 2024-12-31 13F/A-1 MOODYS COM 615369105 697 3 0.43 330 0.00 0.0496
2025-02-06 2024-12-31 13F MOODYS COM 615369105 697 3 330 0.0461
2024-11-13 2024-09-30 13F MOODYS Stock 615369105 694 -8 -1.14 329 11.53 0.0447
2024-08-09 2024-06-30 13F MOODYS Stock 615369105 702 -5 -0.71 295 6.50 0.0422
2024-05-10 2024-03-31 13F MOODYS Stock 615369105 707 7 1.00 278 1.47 0.0407
2024-02-08 2023-12-31 13F MOODYS Stock 615369105 700 2 0.29 273 24.09 0.0429
2023-11-08 2023-09-30 13F MOODYS Stock 615369105 698 -7 -0.99 221 -10.20 0.0364
2023-08-07 2023-06-30 13F MOODYS Stock 615369105 705 19 2.77 245 17.22 0.0396
2023-05-03 2023-03-31 13F MOODYS Stock 615369105 686 686 210 0.0349
2023-02-13 2022-12-31 13F MOODYS Stock 615369105 0 -1,104 -100.00 0 -100.00
2022-11-09 2022-09-30 13F MOODYS Stock 615369105 1,104 9 0.82 269 -9.73 0.0497
2022-08-03 2022-06-30 13F MOODYS Stock 615369105 1,095 -226 -17.11 298 -33.18 0.0535
2022-04-20 2022-03-31 13F MOODYS Stock 615369105 1,321 530 67.00 446 44.34 0.0813
2022-01-21 2021-12-31 13F MOODYS Stock 615369105 791 71 9.86 309 20.70 0.0604
2021-10-29 2021-09-30 13F MOODYS Stock 615369105 720 40 5.88 256 4.07 0.0566
2021-08-02 2021-06-30 13F MOODYS Stock 615369105 680 1 0.15 246 21.18 0.0572
2021-04-29 2021-03-31 13F MOODYS Stock 615369105 679 65 10.59 203 13.41 0.0521
2021-02-12 2020-12-31 13F MOODYS Stock 615369105 614 -100 -14.01 179 -13.53 0.0428
2020-11-03 2020-09-30 13F MOODYS Stock 615369105 714 714 207 0.0684
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.