Sand Hill Global Advisors, LLC

Position in MCO — Moodys Corp /De/

CIK 1009209 Palo Alto, CA

Position in MCO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$211,060

+$5,587 QoQ

Shares Held

466

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,139

of 1,401 holders

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sand Hill Global Advisors, LLC holds $8,421,770 across 3 Financial Data & Stock Exchanges names. MCO ranks #3 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	35,549	$7,850,285
2	SPGI	S&P Global Inc.	935	$360,425
3	MCO	Moodys Corp /De/ This page	466	$211,060

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$211,060	466	-1.1%	Shares	Sole	2026-08-11
2026-03-31	$205,473	471	+15.4%	Shares	Sole	2026-05-14
2025-12-31	$208,426	408	+1.2%	Shares	Sole	2026-02-12
2025-06-30	$202,140	403	-47.6%	Shares	Sole	2025-08-14
2022-06-30	$209,144	769	+3.4%	Shares	Sole	2022-08-15
2022-03-31	$251,033	744	-7.3%	Shares	Sole	2022-05-13
2021-12-31	$313,635	803	+9.4%	Shares	Sole	2022-02-11
2021-09-30	$260,650	734	-15.0%	Shares	Sole	2021-11-15
2021-06-30	$313,087	864	+6.7%	Shares	Sole	2021-08-13
2021-03-31	$241,874	810	-6.4%	Shares	Sole	2021-05-13
2020-12-31	$251,057	865	-2.7%	Shares	Sole	2021-02-11
2020-09-30	$257,676	889	-4.1%	Shares	Sole	2020-11-10
2020-06-30	$254,674	927	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.