Position in MCO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$970,607
+$87,201 QoQ
Shares Held
2,143
+5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#720
of 1,401 holders
Holding Since
Mar 2020
26 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, 2026OKABENA INVESTMENT SERVICES INC holds $3,177,548 across 2 Financial Data & Stock Exchanges names. MCO ranks #2 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
5,728 | $2,206,941 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
2,143 | $970,607 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $970,607 | 2,143 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $883,406 | 2,025 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $997,179 | 1,952 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,073,509 | 2,253 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,932,626 | 3,853 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,345,680 | 5,037 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,469,813 | 3,105 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,313,190 | 2,767 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,155,031 | 2,744 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,370,102 | 3,486 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,147,747 | 10,620 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,661,564 | 11,581 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $4,290,517 | 12,339 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,437,290 | 14,500 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,168,188 | 11,371 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,878,908 | 11,842 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,147,985 | 4,221 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,088,822 | 3,227 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,201,814 | 3,077 | Shares | Sole | 2022-03-25 | |
| 2021-09-30 | $1,078,113 | 3,036 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,324,824 | 3,656 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,162,190 | 3,892 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $998,135 | 3,439 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,231,282 | 4,248 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,167,053 | 4,248 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,616,283 | 7,642 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||