Cornerstone Planning Group LLC

Position in MCO — Moodys Corp /De/

CIK 1822587 FAIRFIELD, NJ

Position in MCO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$817,973

+$30,542 QoQ

Shares Held

1,806

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#757

of 1,411 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $1,165,242 across 11 Financial Data & Stock Exchanges names. MCO ranks #1 (70.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/ This page	1,806	$817,973
2	SPGI	S&P Global Inc.	313	$120,548
3	COIN	Coinbase Global, Inc.	449	$65,639
4	CBOE	Cboe Global Markets, Inc.	170	$41,253
5	CME	Cme Group Inc.	151	$33,345
6	ICE	Intercontinental Exchange, Inc.	183	$22,529
7	MSCI	MSCI Inc.	39	$21,841
8	TRU	TransUnion	251	$18,107

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$817,973	1,806	+0.1%	Shares	Sole	2026-07-29
2026-03-31	$787,431	1,805	+1.1%	Shares	Sole	2026-05-06
2025-12-31	$912,378	1,786	+0.2%	Shares	Sole	2026-02-02
2025-09-30	$849,087	1,782	+0.2%	Shares	Sole	2025-11-04
2025-06-30	$892,328	1,779	+0.6%	Shares	Sole	2025-08-11
2025-03-31	$823,805	1,769	+0.8%	Shares	Sole	2025-04-30
2024-12-31	$830,764	1,755	+0.2%	Shares	Sole	2025-01-29
2024-09-30	$831,007	1,751	+0.2%	Shares	Sole	2024-11-05
2024-06-30	$735,785	1,748	+0.3%	Shares	Sole	2024-08-13
2024-03-31	$684,658	1,742	-6.7%	Shares	Sole	2024-05-07
2023-12-31	$729,175	1,867	-24.2%	Shares	Sole	2024-02-12
2023-09-30	$778,410	2,462	0.0%	Shares	Sole	2023-11-08
2023-06-30	$856,086	2,462	+0.5%	Shares	Sole	2023-08-15
2022-12-31	$682,340	2,449	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.