Position in MCO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$27,026,189
+$5,624,637 QoQ
Shares Held
59,671
+21.6% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
5.72%
of 13F equity value
Holder Rank
#181
of 1,401 holders
Holding Since
Dec 2023
11 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, 2026MAKENA CAPITAL MANAGEMENT LLC holds $49,669,029 across 2 Financial Data & Stock Exchanges names. MCO ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
59,671 | $27,026,189 | |
| 2 | SPGI |
S&P Global Inc.
|
58,767 | $22,642,840 |
All Filings in MCO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,026,189 | 59,671 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $21,401,552 | 49,058 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $19,717,788 | 38,598 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $31,742,621 | 66,619 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $28,683,424 | 57,185 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $22,197,113 | 47,665 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,285,844 | 25,954 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $10,475,150 | 22,072 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $8,749,030 | 20,785 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,025,018 | 17,874 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,898,461 | 17,663 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||