Position in MCO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$636,352
-$641,860 QoQ
Shares Held
1,405
-52.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#807
of 1,401 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 99%
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, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $7,240,268 across 9 Financial Data & Stock Exchanges names. MCO ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
11,864 | $2,619,926 | |
| 2 | SPGI |
S&P Global Inc.
|
2,968 | $1,081,916 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
12,252 | $965,702 | |
| 4 | MCO |
Moodys Corp /De/
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|
1,405 | $636,352 | |
| 5 | MSCI |
MSCI Inc.
|
948 | $530,917 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
3,962 | $487,761 | |
| 7 | MORN |
Morningstar, Inc.
|
2,582 | $402,843 | |
| 8 | COIN |
Coinbase Global, Inc.
|
1,905 | $278,491 |
All Filings in MCO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $636,352 | 1,405 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,278,212 | 2,930 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $722,341 | 1,414 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $1,058,262 | 2,221 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $1,033,275 | 2,060 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $894,124 | 1,920 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $915,497 | 1,934 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,411,430 | 2,974 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $774,511 | 1,840 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $633,564 | 1,612 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $776,042 | 1,987 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $646,251 | 2,044 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $706,567 | 2,032 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $585,722 | 1,914 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $461,673 | 1,657 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $485,976 | 1,999 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||