Center for Financial Planning, Inc.

Position in MCO — Moodys Corp /De/

CIK 1803557 SOUTHFIED, MI

Position in MCO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$120,476

+$2,689 QoQ

Shares Held

266

-1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,175

of 1,401 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Center for Financial Planning, Inc. holds $1,074,778 across 5 Financial Data & Stock Exchanges names. MCO ranks #3 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	2,064	$455,793
2	SPGI	S&P Global Inc.	1,055	$384,527
3	MCO	Moodys Corp /De/ This page	266	$120,476
4	COIN	Coinbase Global, Inc.	506	$73,972
5	ICE	Intercontinental Exchange, Inc.	325	$40,010

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$120,476	266	-1.5%	Shares	Sole	2026-07-21
2026-03-31	$117,787	270	0.0%	Shares	Sole	2026-05-04
2025-12-31	$137,929	270	+97.1%	Shares	Sole	2026-02-05
2025-09-30	$65,277	137	-13.3%	Shares	Sole	2025-11-06
2025-06-30	$79,251	158	0.0%	Shares	Sole	2025-08-04
2025-03-31	$73,579	158	0.0%	Shares	Sole	2025-04-22
2024-12-31	$74,792	158	0.0%	Shares	Sole	2025-01-30
2024-09-30	$74,985	158	0.0%	Shares	Sole	2024-10-16
2024-06-30	$66,506	158	0.0%	Shares	Sole	2024-07-18
2024-03-31	$62,098	158	0.0%	Shares	Sole	2024-04-25
2023-12-31	$61,708	158	0.0%	Shares	Sole	2024-01-29
2023-09-30	$49,954	158	0.0%	Shares	Sole	2023-10-24
2023-06-30	$54,939	158	0.0%	Shares	Sole	2023-08-09
2023-03-31	$48,351	158	-20.6%	Shares	Sole	2023-05-02
2022-12-31	$55,445	199	-11.6%	Shares	Sole	2023-01-27
2022-09-30	$54,699	225	+13.1%	Shares	Sole	2022-10-14
2022-06-30	$54,122	199	0.0%	Shares	Sole	2022-08-12
2022-03-31	$67,144	199	0.0%	Shares	Sole	2022-05-03
2021-12-31	$77,725	199	0.0%	Shares	Sole	2022-02-08
2021-09-30	$70,666	199	0.0%	Shares	Sole	2021-11-17
2021-06-30	$72,111	199	-20.4%	Shares	Sole	2021-07-29
2021-03-31	$74,652	250	0.0%	Shares	Sole	2021-05-10
2020-12-31	$72,560	250	0.0%	Shares	Sole	2021-02-09
2020-09-30	$72,462	250	-12.3%	Shares	Sole	2020-11-12
2020-06-30	$78,298	285	0.0%	Shares	Sole	2020-08-06
2020-03-31	$60,277	285	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.