Roundview Capital LLC

Position in MCO — Moodys Corp /De/

CIK 1476804 PRINCETON, NJ

Position in MCO

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

Position Value

$3,249,701

-$2,354,802 QoQ

Shares Held

7,175

-44.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#487

of 1,401 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Roundview Capital LLC holds $5,976,814 across 4 Financial Data & Stock Exchanges names. MCO ranks #1 (54.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/ This page	7,175	$3,249,701
2	SPGI	S&P Global Inc.	5,121	$1,973,174
3	CBOE	Cboe Global Markets, Inc.	1,646	$399,434
4	MSCI	MSCI Inc.	633	$354,505

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,249,701	7,175	-44.2%	Shares	Sole	2026-07-30
2026-03-31	$5,604,503	12,847	+7.2%	Shares	Sole	2026-05-08
2025-12-31	$6,120,493	11,981	+2.4%	Shares	Sole	2026-02-09
2025-09-30	$5,576,721	11,704	+0.2%	Shares	Sole	2025-11-12
2025-06-30	$5,860,577	11,684	+7.3%	Shares	Sole	2025-07-23
2025-03-31	$5,070,898	10,889	+4.9%	Shares	Sole	2025-05-06
2024-12-31	$4,914,053	10,381	+2.5%	Shares	Sole	2025-02-12
2024-09-30	$4,805,223	10,125	+1.8%	Shares	Sole	2024-11-14
2024-06-30	$4,186,569	9,946	+24.7%	Shares	Sole	2024-08-09
2024-03-31	$3,134,807	7,976	+4.5%	Shares	Sole	2024-05-06
2023-12-31	$2,981,925	7,635	-2.2%	Shares	Sole	2024-02-12
2023-09-30	$2,468,655	7,808	-6.5%	Shares	Sole	2023-11-13
2023-06-30	$2,902,766	8,348	+32.7%	Shares	Sole	2023-08-09
2023-03-31	$1,925,477	6,292	+9.2%	Shares	Sole	2023-05-09
2022-12-31	$1,605,687	5,763	+1.2%	Shares	Sole	2023-02-13
2022-09-30	$1,384,754	5,696	+16.8%	Shares	Sole	2022-11-10
2022-06-30	$1,326,125	4,876	+18.7%	Shares	Sole	2022-08-11
2022-03-31	$1,385,742	4,107	-1.8%	Shares	Sole	2022-05-17
2021-12-31	$1,633,014	4,181	+0.9%	Shares	Sole	2022-02-10
2021-09-30	$1,471,575	4,144	+2.8%	Shares	Sole	2021-11-10
2021-06-30	$1,461,438	4,033	+17.9%	Shares	Sole	2021-08-10
2021-03-31	$1,021,843	3,422	+0.1%	Shares	Sole	2021-05-14
2020-12-31	$991,750	3,417	+0.1%	Shares	Sole	2021-02-08
2020-09-30	$989,837	3,415	-0.1%	Shares	Sole	2020-11-05
2020-06-30	$939,301	3,419	-2.1%	Shares	Sole	2020-08-13
2020-03-31	$738,346	3,491	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.