Position in MCO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$28,533
+$3,231 QoQ
Shares Held
63
+8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,250
of 1,401 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 0%
Shared 100%
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, 2026RATIONAL ADVISORS, INC. holds $165,064 across 7 Financial Data & Stock Exchanges names. MCO ranks #3 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
116 | $42,382 | |
| 2 | CME |
Cme Group Inc.
|
134 | $29,591 | |
| 3 | MCO |
Moodys Corp /De/
This page
|
63 | $28,533 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
200 | $24,622 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
204 | $16,079 | |
| 6 | MSCI |
MSCI Inc.
|
27 | $15,121 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
36 | $8,736 |
All Filings in MCO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,533 | 63 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $25,302 | 58 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $29,629 | 58 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $24,300 | 51 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $36,114 | 72 | Shares | Other | 2025-07-31 | |
| 2020-09-30 | $68,404 | 236 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $14,560 | 53 | Shares | Other | 2020-08-10 | |
| 2020-03-31 | $143,608 | 679 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||