MCDONALD PARTNERS LLC

Position in MCO — Moodys Corp /De/

CIK 1331074 Cleveland, OH

Position in MCO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$11,775

+$4,354 QoQ

Shares Held

+36.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,289

of 1,401 holders

Holding Since

Dec 2021

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MCDONALD PARTNERS LLC holds $65,749 across 5 Financial Data & Stock Exchanges names. MCO ranks #3 (17.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COIN	Coinbase Global, Inc.	130	$19,004
2	SPGI	S&P Global Inc.	37	$14,254
3	MCO	Moodys Corp /De/ This page	26	$11,775
4	CME	Cme Group Inc.	52	$11,483
5	ICE	Intercontinental Exchange, Inc.	75	$9,233

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,775	26	+36.8%	Shares	Sole	2026-07-28
2021-12-31	$7,421	19	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.