Position in MCO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$71,108
-$3,490 QoQ
Shares Held
157
-8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,203
of 1,401 holders
Holding Since
Jun 2020
20 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, 2026PRIVATE TRUST CO NA holds $5,524,823 across 11 Financial Data & Stock Exchanges names. MCO ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
8,440 | $1,863,805 | |
| 2 | SPGI |
S&P Global Inc.
|
3,932 | $1,515,007 | |
| 3 | COIN |
Coinbase Global, Inc.
|
4,697 | $686,654 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
2,127 | $516,159 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
5,363 | $422,711 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
2,579 | $317,500 | |
| 7 | MCO |
Moodys Corp /De/
This page
|
157 | $71,108 | |
| 8 | MSCI |
MSCI Inc.
|
73 | $40,882 |
All Filings in MCO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,108 | 157 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $74,598 | 171 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $102,680 | 201 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $118,167 | 248 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $143,956 | 287 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $206,766 | 444 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $222,010 | 469 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $236,345 | 498 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $211,306 | 502 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $166,644 | 424 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $143,335 | 367 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $102,122 | 323 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $111,270 | 320 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $65,182 | 213 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $58,231 | 209 | Shares | Defined | 2023-01-18 | |
| 2022-09-30 | $58,589 | 241 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $82,678 | 304 | Shares | Defined | 2022-09-16 | |
| 2020-12-31 | $334,066 | 1,151 | Shares | Other | 2021-01-05 | |
| 2020-09-30 | $321,443 | 1,109 | Shares | Other | 2020-10-01 | |
| 2020-06-30 | $298,906 | 1,088 | Shares | Other | 2020-07-07 | |
| No filing history on record for this holder in this stock. | ||||||