Position in MCO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$625,029
-$136,648 QoQ
Shares Held
1,380
-7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#812
of 1,401 holders
Holding Since
Sep 2021
19 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, 2026J.W. COLE ADVISORS, INC. holds $2,988,880 across 7 Financial Data & Stock Exchanges names. MCO ranks #2 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
2,161 | $787,549 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
1,380 | $625,029 | |
| 3 | COIN |
Coinbase Global, Inc.
|
3,508 | $512,834 | |
| 4 | CME |
Cme Group Inc.
|
1,401 | $309,382 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
2,339 | $287,954 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
3,014 | $237,563 | |
| 7 | MORN |
Morningstar, Inc.
|
1,465 | $228,569 |
All Filings in MCO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $625,029 | 1,380 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $761,677 | 1,491 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $686,607 | 1,441 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $692,695 | 1,381 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $625,887 | 1,344 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $482,364 | 1,019 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $444,216 | 936 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $396,095 | 941 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $710,991 | 1,809 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $696,368 | 1,783 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $562,466 | 1,779 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $616,159 | 1,772 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $534,310 | 1,746 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $575,628 | 2,066 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $425,442 | 1,750 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $476,763 | 1,753 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $605,988 | 1,796 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $684,686 | 1,753 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $658,373 | 1,854 | Shares | Sole | 2021-10-26 | |
| No filing history on record for this holder in this stock. | ||||||