Johnson Financial Group, Inc.

Position in MCO — Moodys Corp /De/

CIK 1477024 RACINE, WI

Position in MCO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$8,588,721

-$171,178 QoQ

Shares Held

18,963

-5.6% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

1.07%

of 13F equity value

Holder Rank

#338

of 1,401 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Johnson Financial Group, Inc. holds $11,174,028 across 8 Financial Data & Stock Exchanges names. MCO ranks #1 (76.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/ This page	18,963	$8,588,721
2	ICE	Intercontinental Exchange, Inc.	8,571	$1,055,175
3	NDAQ	Nasdaq, Inc.	10,126	$798,130
4	SPGI	S&P Global Inc.	1,183	$455,723
5	COIN	Coinbase Global, Inc.	767	$112,127
6	CBOE	Cboe Global Markets, Inc.	349	$84,691
7	CME	Cme Group Inc.	339	$74,860
8	FDS	Factset Research Systems Inc	20	$4,601

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,588,721	18,963	-5.6%	Shares	Defined	2026-08-10
2026-03-31	$8,759,899	20,080	+15.3%	Shares	Defined	2026-05-07
2025-12-31	$8,895,430	17,413	-18.0%	Shares	Defined	2026-02-12
2025-09-30	$10,117,099	21,233	+37816.1%	Shares	Defined	2025-11-13
2025-06-30	$28,089	56	+1020.0%	Shares	Defined	2025-08-13
2024-12-31	$2,366	5	-98.7%	Shares	Defined	2025-02-14
2024-09-30	$178,445	376	+9.3%	Shares	Defined	2024-11-13
2024-06-30	$144,799	344	+168.8%	Shares	Defined	2024-08-14
2024-03-31	$50,307	128	-62.2%	Shares	Defined	2024-05-14
2023-12-31	$132,399	339	+3666.7%	Shares	Defined	2024-02-09
2022-09-30	$2,187	9	-81.6%	Shares	Defined	2022-11-14
2022-06-30	$13,326	49	-72.5%	Shares	Defined	2022-08-15
2021-09-30	$63,209	178	-54.5%	Shares	Defined	2021-11-12
2020-12-31	$113,483	391	—	Shares	Defined	2021-02-12
No filing history on record for this holder in this stock.