Position in MCO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,714,802
+$150,525 QoQ
Shares Held
5,994
+2.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#525
of 1,401 holders
Holding Since
Dec 2020
21 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, 2026D.A. DAVIDSON & CO. holds $100,100,165 across 8 Financial Data & Stock Exchanges names. MCO ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
210,342 | $76,673,916 | |
| 2 | CME |
Cme Group Inc.
|
34,455 | $7,608,697 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
35,675 | $4,391,949 | |
| 4 | COIN |
Coinbase Global, Inc.
|
28,957 | $4,233,223 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
46,914 | $3,697,761 | |
| 6 | MCO |
Moodys Corp /De/
This page
|
5,994 | $2,714,802 | |
| 7 | FDS |
Factset Research Systems Inc
|
1,706 | $392,516 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
1,596 | $387,301 |
All Filings in MCO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,714,802 | 5,994 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,564,277 | 5,878 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,065,610 | 6,001 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,460,542 | 5,164 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,497,918 | 4,980 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,739,352 | 3,735 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,517,624 | 3,206 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,366,819 | 2,880 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,107,887 | 2,632 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $994,758 | 2,531 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $835,798 | 2,140 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $533,694 | 1,688 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $418,654 | 1,204 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $286,434 | 936 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $258,559 | 928 | Shares | Sole | 2023-02-03 | |
| 2022-03-31 | $214,255 | 635 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $266,766 | 683 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $343,036 | 966 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $352,223 | 972 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $266,061 | 891 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $223,194 | 769 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||