Position in MCO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$487,794
-$1,049,114 QoQ
Shares Held
1,077
-69.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#879
of 1,401 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Diversified Trust Co holds $6,651,704 across 8 Financial Data & Stock Exchanges names. MCO ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
|
3,290 | $1,842,531 | |
| 2 | COIN |
Coinbase Global, Inc.
|
9,207 | $1,345,971 | |
| 3 | SPGI |
S&P Global Inc.
|
3,138 | $1,143,949 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
3,278 | $795,472 | |
| 5 | MCO |
Moodys Corp /De/
This page
|
1,077 | $487,794 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
5,385 | $424,445 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
2,971 | $365,759 | |
| 8 | CME |
Cme Group Inc.
|
1,113 | $245,783 |
All Filings in MCO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,794 | 1,077 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,536,908 | 3,523 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,548,874 | 6,947 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,321,542 | 6,971 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,043,146 | 6,067 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,828,600 | 6,074 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,340,813 | 4,945 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $2,374,847 | 5,004 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,095,809 | 4,979 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,874,752 | 4,770 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,874,296 | 4,799 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,086,359 | 3,436 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $783,413 | 2,253 | Shares | Sole | 2023-07-18 | |
| 2022-03-31 | $209,531 | 621 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $526,892 | 1,349 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $479,043 | 1,349 | Shares | Sole | 2022-01-13 | |
| 2020-12-31 | $573,224 | 1,975 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $548,106 | 1,891 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $435,172 | 1,584 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $263,952 | 1,248 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||