Position in MCO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$743,241
+$27,355 QoQ
Shares Held
1,641
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#773
of 1,401 holders
Holding Since
Mar 2025
6 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, 2026DAVIDSON TRUST CO holds $1,471,013 across 2 Financial Data & Stock Exchanges names. MCO ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
1,641 | $743,241 | |
| 2 | SPGI |
S&P Global Inc.
|
1,889 | $727,772 |
All Filings in MCO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $743,241 | 1,641 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $715,886 | 1,641 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $838,304 | 1,641 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $797,627 | 1,674 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $823,109 | 1,641 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $764,197 | 1,641 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||