Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,476,519
+$33,404 QoQ
Shares Held
3,260
-1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#646
of 1,401 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $11,098,535 across 9 Financial Data & Stock Exchanges names. MCO ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
8,648 | $3,332,200 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
3,260 | $1,476,519 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
11,888 | $1,463,531 | |
| 4 | CME |
Cme Group Inc.
|
5,919 | $1,307,092 | |
| 5 | MSCI |
MSCI Inc.
|
1,595 | $893,263 | |
| 6 | FDS |
Factset Research Systems Inc
|
3,789 | $871,773 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
8,908 | $702,128 | |
| 8 | COIN |
Coinbase Global, Inc.
|
3,810 | $556,983 |
All Filings in MCO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,476,519 | 3,260 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,443,115 | 3,308 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,745,063 | 3,416 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,088,888 | 4,384 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,901,527 | 3,791 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,405,918 | 3,019 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,397,861 | 2,953 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,373,463 | 2,894 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,081,790 | 2,570 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,006,156 | 2,560 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $999,833 | 2,560 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $805,284 | 2,547 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $896,769 | 2,579 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $786,165 | 2,569 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $681,504 | 2,446 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $622,539 | 2,289 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $605,313 | 1,794 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $772,567 | 1,978 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $340,195 | 958 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $365,268 | 1,008 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $271,137 | 908 | Shares | Sole | 2021-06-16 | |
| 2020-12-31 | $290,240 | 1,000 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||