Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$380,452
+$14,002 QoQ
Shares Held
840
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#951
of 1,401 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026BRADLEY FOSTER & SARGENT INC/CT holds $18,518,756 across 7 Financial Data & Stock Exchanges names. MCO ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
70,506 | $8,679,993 | |
| 2 | SPGI |
S&P Global Inc.
|
10,748 | $4,141,019 | |
| 3 | CME |
Cme Group Inc.
|
17,150 | $3,787,234 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
6,880 | $542,281 | |
| 5 | MSCI |
MSCI Inc.
|
928 | $519,717 | |
| 6 | MORN |
Morningstar, Inc.
|
3,000 | $468,060 | |
| 7 | MCO |
Moodys Corp /De/
This page
|
840 | $380,452 |
All Filings in MCO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,452 | 840 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $366,450 | 840 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $430,135 | 842 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $407,390 | 855 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $428,859 | 855 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $412,135 | 885 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $418,932 | 885 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $509,235 | 1,073 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $449,553 | 1,068 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $419,756 | 1,068 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $417,118 | 1,068 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $357,272 | 1,130 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $392,923 | 1,130 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $345,802 | 1,130 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $286,978 | 1,030 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $261,586 | 1,076 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $393,812 | 1,448 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $524,335 | 1,554 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $330,821 | 847 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $312,141 | 879 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||