Position in MCO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$309,797
+$10,094 QoQ
Shares Held
684
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,014
of 1,401 holders
Holding Since
Mar 2021
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026WEDBUSH SECURITIES INC holds $9,686,676 across 8 Financial Data & Stock Exchanges names. MCO ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
6,917 | $2,665,109 | |
| 2 | CME |
Cme Group Inc.
|
8,501 | $1,877,275 | |
| 3 | FDS |
Factset Research Systems Inc
|
7,248 | $1,667,619 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
7,828 | $963,705 | |
| 5 | MORN |
Morningstar, Inc.
|
6,031 | $940,956 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
2,823 | $685,057 | |
| 7 | COIN |
Coinbase Global, Inc.
|
3,948 | $577,158 | |
| 8 | MCO |
Moodys Corp /De/
This page
|
684 | $309,797 |
All Filings in MCO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,797 | 684 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $299,703 | 687 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $297,825 | 583 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $294,464 | 618 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $311,988 | 622 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $291,056 | 625 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $282,601 | 597 | Shares | Sole | 2025-02-13 | |
| 2021-06-30 | $267,791 | 739 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $220,672 | 739 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||