Choate Investment Advisors

Position in MCO — Moodys Corp /De/

CIK 1399794 BOSTON, MA

Position in MCO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$841,525

+$30,973 QoQ

Shares Held

1,858

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#752

of 1,401 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Financial Services · as of Jun 30, 2026

Choate Investment Advisors holds $20,931,786 across 5 Financial Data & Stock Exchanges names. MCO ranks #3 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSCI	MSCI Inc.	26,781	$14,998,431
2	SPGI	S&P Global Inc.	11,404	$4,393,927
3	MCO	Moodys Corp /De/ This page	1,858	$841,525
4	ICE	Intercontinental Exchange, Inc.	3,181	$391,612
5	CME	Cme Group Inc.	1,387	$306,291

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$841,525	1,858	0.0%	Shares	Sole	2026-08-11
2026-03-31	$810,552	1,858	-8.4%	Shares	Sole	2026-05-13
2025-12-31	$1,036,514	2,029	0.0%	Shares	Sole	2026-02-09
2025-09-30	$966,777	2,029	+2.0%	Shares	Sole	2025-11-10
2025-06-30	$998,164	1,990	-0.3%	Shares	Sole	2025-08-12
2025-03-31	$929,517	1,996	+0.3%	Shares	Sole	2025-05-14
2024-12-31	$942,479	1,991	+5.0%	Shares	Sole	2025-02-10
2024-09-30	$900,297	1,897	+3.8%	Shares	Sole	2024-11-13
2024-06-30	$769,039	1,827	-0.1%	Shares	Sole	2024-08-08
2024-03-31	$718,458	1,828	-1.5%	Shares	Sole	2024-05-07
2023-12-31	$724,879	1,856	+0.4%	Shares	Sole	2024-02-14
2023-09-30	$584,282	1,848	+12.8%	Shares	Sole	2023-10-30
2023-06-30	$569,565	1,638	+0.6%	Shares	Sole	2023-08-01
2023-03-31	$498,200	1,628	-2.1%	Shares	Sole	2023-05-15
2022-12-31	$463,345	1,663	0.0%	Shares	Sole	2023-02-14
2022-09-30	$404,291	1,663	+13.7%	Shares	Sole	2022-11-14
2022-06-30	$397,892	1,463	0.0%	Shares	Sole	2022-08-11
2022-03-31	$493,630	1,463	0.0%	Shares	Sole	2022-04-29
2021-12-31	$571,418	1,463	+1.7%	Shares	Sole	2022-02-07
2021-09-30	$511,003	1,439	-1.4%	Shares	Sole	2021-11-04
2021-06-30	$528,697	1,459	0.0%	Shares	Sole	2021-07-30
2021-03-31	$435,671	1,459	+37.9%	Shares	Sole	2021-05-07
2020-12-31	$307,073	1,058	-27.7%	Shares	Sole	2021-02-08
2020-09-30	$424,050	1,463	-12.6%	Shares	Sole	2020-10-26
2020-06-30	$459,623	1,673	+58.1%	Shares	Sole	2020-07-23
2020-03-31	$223,767	1,058	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.