Calamos Wealth Management LLC

Position in MCO — Moodys Corp /De/

CIK 1455258 NAPERVILLE, IL

Position in MCO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$10,882,761

+$327,256 QoQ

Shares Held

24,028

-0.7% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#303

of 1,401 holders

Holding Since

Sep 2020

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Calamos Wealth Management LLC holds $13,250,713 across 5 Financial Data & Stock Exchanges names. MCO ranks #1 (82.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/ This page	24,028	$10,882,761
2	SPGI	S&P Global Inc.	3,374	$1,299,973
3	COIN	Coinbase Global, Inc.	3,596	$525,699
4	ICE	Intercontinental Exchange, Inc.	2,751	$338,675
5	CME	Cme Group Inc.	922	$203,605

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,882,761	24,028	-0.7%	Shares	Sole	2026-07-31
2026-03-31	$10,555,505	24,196	+16.9%	Shares	Sole	2026-05-04
2025-12-31	$10,572,551	20,696	+1.7%	Shares	Sole	2026-01-29
2025-09-30	$9,698,273	20,354	+0.1%	Shares	Sole	2025-10-20
2025-06-30	$10,198,829	20,333	+0.4%	Shares	Sole	2025-07-29
2025-03-31	$9,430,688	20,251	+0.0%	Shares	Sole	2025-04-29
2024-12-31	$9,581,955	20,242	+2371.6%	Shares	Sole	2025-01-24
2022-03-31	$276,338	819	+6.8%	Shares	Sole	2022-05-03
2021-12-31	$299,574	767	+5.8%	Shares	Sole	2022-02-01
2021-09-30	$257,454	725	0.0%	Shares	Sole	2021-10-26
2021-06-30	$262,718	725	+4.0%	Shares	Sole	2021-07-22
2021-03-31	$208,131	697	+0.6%	Shares	Sole	2021-04-12
2020-12-31	$201,136	693	0.0%	Shares	Sole	2021-01-27
2020-09-30	$200,866	693	—	Shares	Sole	2020-10-26
No filing history on record for this holder in this stock.