Position in MCO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,834,826
-$61,874 QoQ
Shares Held
6,259
-5.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#517
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, 2026WHITTIER TRUST CO OF NEVADA INC holds $17,116,789 across 10 Financial Data & Stock Exchanges names. MCO ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
28,951 | $11,154,850 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
6,259 | $2,834,826 | |
| 3 | CME |
Cme Group Inc.
|
6,727 | $1,485,522 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
5,909 | $727,456 | |
| 5 | COIN |
Coinbase Global, Inc.
|
2,789 | $407,723 | |
| 6 | MSCI |
MSCI Inc.
|
561 | $314,182 | |
| 7 | FDS |
Factset Research Systems Inc
|
550 | $126,544 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
805 | $63,450 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,834,826 | 6,259 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,896,700 | 6,640 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,081,958 | 6,033 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,874,603 | 6,033 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,026,594 | 6,034 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,809,973 | 6,034 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,856,314 | 6,034 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,863,676 | 6,034 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,512,531 | 5,969 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,345,996 | 5,969 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,292,587 | 5,870 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,855,917 | 5,870 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,041,116 | 5,870 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,794,807 | 5,865 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,638,006 | 5,879 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,390,102 | 5,718 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,407,988 | 5,177 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,746,434 | 5,176 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,434,600 | 3,673 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,304,319 | 3,673 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,330,985 | 3,673 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,096,794 | 3,673 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,066,051 | 3,673 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,064,619 | 3,673 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,009,083 | 3,673 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $776,839 | 3,673 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||