Position in MCO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,887,770
+$70,789 QoQ
Shares Held
4,168
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#595
of 1,401 holders
Holding Since
Mar 2020
26 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, 2026Rodgers Brothers Inc. holds $3,645,096 across 2 Financial Data & Stock Exchanges names. MCO ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
4,168 | $1,887,770 | |
| 2 | SPGI |
S&P Global Inc.
|
4,561 | $1,757,326 |
All Filings in MCO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,887,770 | 4,168 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,816,981 | 4,165 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,125,646 | 4,161 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,981,203 | 4,158 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,084,106 | 4,155 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,934,010 | 4,153 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,964,012 | 4,149 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,987,108 | 4,187 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,761,171 | 4,184 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,643,258 | 4,181 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,651,287 | 4,228 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,335,818 | 4,225 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,467,726 | 4,221 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $837,270 | 2,736 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $797,131 | 2,861 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $695,537 | 2,861 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $778,106 | 2,861 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $965,330 | 2,861 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,117,449 | 2,861 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,033,725 | 2,911 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $942,162 | 2,600 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $776,386 | 2,600 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $754,624 | 2,600 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $753,610 | 2,600 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $714,298 | 2,600 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $549,900 | 2,600 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||