Position in MCO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,982
+$4,981 QoQ
Shares Held
11
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,326
of 1,401 holders
Holding Since
Jun 2021
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $1,753,521 across 7 Financial Data & Stock Exchanges names. MCO ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
13,347 | $1,643,149 | |
| 2 | SPGI |
S&P Global Inc.
|
231 | $89,189 | |
| 3 | CME |
Cme Group Inc.
|
32 | $7,066 | |
| 4 | MSCI |
MSCI Inc.
|
9 | $5,040 | |
| 5 | MCO |
Moodys Corp /De/
This page
|
11 | $4,982 | |
| 6 | COIN |
Coinbase Global, Inc.
|
17 | $2,485 | |
| 7 | FDS |
Factset Research Systems Inc
|
7 | $1,610 |
All Filings in MCO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,982 | 11 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1 | 0 | Shares | Sole | 2026-05-12 | |
| 2022-03-31 | $384,647 | 1,140 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $345,663 | 885 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $280,536 | 790 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $244,599 | 675 | Shares | Sole | 2021-08-03 | |
| No filing history on record for this holder in this stock. | ||||||