Welch & Forbes LLC

Position in MCO — Moodys Corp /De/

CIK 105495 Boston, MA

Position in MCO

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

Position Value

$23,102,090

+$942,772 QoQ

Shares Held

51,007

+0.4% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#211

of 1,401 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Financial Services · as of Jun 30, 2026

Welch & Forbes LLC holds $25,138,038 across 3 Financial Data & Stock Exchanges names. MCO ranks #1 (91.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/ This page	51,007	$23,102,090
2	SPGI	S&P Global Inc.	4,665	$1,797,238
3	ICE	Intercontinental Exchange, Inc.	1,939	$238,710

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,102,090	51,007	+0.4%	Shares	Sole	2026-07-30
2026-03-31	$22,159,318	50,795	+1.2%	Shares	Sole	2026-05-01
2025-12-31	$25,652,332	50,215	+0.3%	Shares	Sole	2026-02-10
2025-09-30	$23,843,535	50,041	+1.9%	Shares	Sole	2025-11-04
2025-06-30	$24,631,078	49,106	+0.5%	Shares	Sole	2025-08-05
2025-03-31	$22,755,941	48,865	+1.3%	Shares	Sole	2025-05-02
2024-12-31	$22,844,362	48,259	+0.1%	Shares	Sole	2025-02-07
2024-09-30	$22,878,085	48,206	+0.1%	Shares	Sole	2024-11-04
2024-06-30	$20,264,832	48,143	-2.3%	Shares	Sole	2024-08-02
2024-03-31	$19,363,802	49,268	+13.1%	Shares	Sole	2024-05-03
2023-12-31	$17,009,669	43,552	+11.3%	Shares	Sole	2024-02-06
2023-09-30	$12,370,151	39,125	+1.6%	Shares	Sole	2023-11-03
2023-06-30	$13,389,654	38,507	+0.4%	Shares	Sole	2023-07-28
2023-03-31	$11,734,336	38,345	+3.7%	Shares	Sole	2023-04-14
2022-12-31	$10,299,466	36,966	-5.6%	Shares	Sole	2023-02-02
2022-09-30	$9,517,999	39,151	+0.5%	Shares	Sole	2022-10-31
2022-06-30	$10,600,030	38,975	+3.8%	Shares	Other	2022-07-22
2022-03-31	$12,675,143	37,566	+6.2%	Shares	Sole	2022-04-25
2021-12-31	$13,812,470	35,364	+0.6%	Shares	Sole	2022-01-19
2021-09-30	$12,488,153	35,167	+3.3%	Shares	Other	2021-10-13
2021-06-30	$12,339,060	34,051	+2.0%	Shares	Other	2021-07-22
2021-03-31	$9,964,614	33,370	+21.1%	Shares	Sole	2021-04-14
2020-12-31	$8,000,465	27,565	+42.5%	Shares	Sole	2021-01-20
2020-09-30	$5,605,988	19,341	+5.7%	Shares	Sole	2020-10-23
2020-06-30	$5,029,207	18,306	-0.0%	Shares	Sole	2020-07-15
2020-03-31	$3,873,411	18,314	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.