Position in MCO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,207,936
+$44,458 QoQ
Shares Held
2,667
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#680
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 4%
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, 2026Smithfield Trust Co holds $2,782,514 across 8 Financial Data & Stock Exchanges names. MCO ranks #1 (43.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
2,667 | $1,207,936 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
3,679 | $452,921 | |
| 3 | SPGI |
S&P Global Inc.
|
1,004 | $386,896 | |
| 4 | MSCI |
MSCI Inc.
|
417 | $233,536 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
797 | $193,407 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
1,871 | $147,472 | |
| 7 | CME |
Cme Group Inc.
|
664 | $143,321 | |
| 8 | FDS |
Factset Research Systems Inc
|
74 | $17,025 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,207,936 | 2,667 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $1,163,478 | 2,667 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $1,303,178 | 2,551 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,211,212 | 2,542 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,275,041 | 2,542 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,183,783 | 2,542 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,203,306 | 2,542 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,206,407 | 2,542 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,070,004 | 2,542 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,104,414 | 2,810 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,097,473 | 2,810 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $888,437 | 2,810 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $977,093 | 2,810 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $814,931 | 2,663 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $761,468 | 2,733 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $690,432 | 2,840 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $772,394 | 2,840 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $958,244 | 2,840 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,120,964 | 2,870 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,019,164 | 2,870 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,040,000 | 2,870 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $707,705 | 2,370 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $743,014 | 2,560 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $931,287 | 3,213 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $877,762 | 3,195 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $651,631 | 3,081 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||