Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$720,595
+$3,837 QoQ
Shares Held
1,591
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#780
of 1,401 holders
Holding Since
Jun 2020
24 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, 2026Curi Capital, LLC holds $28,264,954 across 6 Financial Data & Stock Exchanges names. MCO ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
50,457 | $19,440,962 | |
| 2 | CME |
Cme Group Inc.
|
29,063 | $6,417,981 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
12,330 | $971,849 | |
| 4 | MCO |
Moodys Corp /De/
This page
|
1,591 | $720,595 | |
| 5 | FDS |
Factset Research Systems Inc
|
1,608 | $369,968 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
2,791 | $343,599 |
All Filings in MCO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $720,595 | 1,591 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $716,758 | 1,643 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $837,793 | 1,640 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $780,949 | 1,639 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $823,610 | 1,642 | Shares | Other | 2025-08-14 | |
| 2024-12-31 | $571,830 | 1,208 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $611,746 | 1,289 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $500,485 | 1,189 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $614,305 | 1,563 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $608,492 | 1,558 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $490,695 | 1,552 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $537,575 | 1,546 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $472,494 | 1,544 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $430,189 | 1,544 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $375,361 | 1,544 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $421,553 | 1,550 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $524,335 | 1,554 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $605,789 | 1,551 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $552,551 | 1,556 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $562,035 | 1,551 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $463,144 | 1,551 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $540,716 | 1,863 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $589,264 | 2,033 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $509,074 | 1,853 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||