Position in MCO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$690,703
+$93,913 QoQ
Shares Held
1,525
+11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#786
of 1,401 holders
Holding Since
Jun 2024
9 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, 2026Crestwood Advisors Group, LLC holds $41,872,551 across 10 Financial Data & Stock Exchanges names. MCO ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
59,318 | $22,855,023 | |
| 2 | CME |
Cme Group Inc.
|
67,639 | $14,936,720 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
8,001 | $985,003 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
8,771 | $691,330 | |
| 5 | MCO |
Moodys Corp /De/
This page
|
1,525 | $690,703 | |
| 6 | MSCI |
MSCI Inc.
|
1,051 | $588,602 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
1,341 | $325,420 | |
| 8 | FDS |
Factset Research Systems Inc
|
1,321 | $303,935 |
All Filings in MCO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690,703 | 1,525 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $596,790 | 1,368 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $565,510 | 1,107 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $449,320 | 943 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $406,789 | 811 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $297,575 | 639 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $240,471 | 508 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $209,294 | 441 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $259,292 | 616 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||