Position in MCO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$280,810
+$10,335 QoQ
Shares Held
620
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,040
of 1,401 holders
Holding Since
Jun 2020
24 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, 2026Birch Hill Investment Advisors LLC holds $39,761,140 across 2 Financial Data & Stock Exchanges names. MCO ranks #2 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
108,308 | $39,480,330 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
620 | $280,810 |
All Filings in MCO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,810 | 620 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $270,475 | 620 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $316,727 | 620 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $295,417 | 620 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $310,985 | 620 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $288,727 | 620 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $293,489 | 620 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $294,245 | 620 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $260,976 | 620 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $275,121 | 700 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $300,731 | 770 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $243,450 | 770 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $267,744 | 770 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $235,635 | 770 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $214,537 | 770 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $209,416 | 770 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $259,805 | 770 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $300,746 | 770 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $273,434 | 770 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $279,024 | 770 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $229,929 | 770 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $223,484 | 770 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $223,184 | 770 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $211,542 | 770 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||