MONETA GROUP INVESTMENT ADVISORS LLC

Position in MCO — Moodys Corp /De/

CIK 1120927 ST LOUIS, MO

Position in MCO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$464,695

+$11,432 QoQ

Shares Held

1,026

-1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#900

of 1,401 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MONETA GROUP INVESTMENT ADVISORS LLC holds $2,313,104 across 5 Financial Data & Stock Exchanges names. MCO ranks #3 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COIN	Coinbase Global, Inc.	4,315	$630,809
2	ICE	Intercontinental Exchange, Inc.	4,760	$586,003
3	MCO	Moodys Corp /De/ This page	1,026	$464,695
4	SPGI	S&P Global Inc.	1,078	$415,405
5	CME	Cme Group Inc.	979	$216,192

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$464,695	1,026	-1.3%	Shares	Sole	2026-08-14
2026-03-31	$453,263	1,039	-1.9%	Shares	Sole	2026-05-12
2025-12-31	$540,990	1,059	-0.2%	Shares	Sole	2026-02-12
2025-09-30	$505,545	1,061	+10.5%	Shares	Sole	2025-11-14
2025-06-30	$481,526	960	-1.3%	Shares	Sole	2025-08-14
2025-03-31	$453,116	973	+3.2%	Shares	Sole	2025-05-15
2024-12-31	$446,387	943	-0.7%	Shares	Sole	2025-02-11
2024-09-30	$450,860	950	-6.9%	Shares	Sole	2024-11-12
2023-12-31	$398,371	1,020	-2.7%	Shares	Sole	2024-02-15
2023-09-30	$331,346	1,048	+2.3%	Shares	Sole	2023-11-15
2023-06-30	$356,065	1,024	—	Shares	Sole	2023-08-15
No filing history on record for this holder in this stock.