Smith Salley Wealth Management

Position in MCO — Moodys Corp /De/

CIK 1482012 GREENSBORO, NC

Position in MCO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$5,056,398

+$330,938 QoQ

Shares Held

11,164

+3.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#413

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

Smith Salley Wealth Management holds $22,605,629 across 4 Financial Data & Stock Exchanges names. MCO ranks #2 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	41,122	$14,989,633
2	MCO	Moodys Corp /De/ This page	11,164	$5,056,398
3	CME	Cme Group Inc.	8,926	$1,971,128
4	NDAQ	Nasdaq, Inc.	7,466	$588,470

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,056,398	11,164	+3.1%	Shares	Sole	2026-07-23
2026-03-31	$4,725,460	10,832	+0.3%	Shares	Sole	2026-04-16
2025-12-31	$5,519,223	10,804	+0.0%	Shares	Sole	2026-01-27
2025-09-30	$5,145,984	10,800	+3.3%	Shares	Sole	2025-10-20
2025-06-30	$5,245,126	10,457	+3.8%	Shares	Sole	2025-07-17
2025-03-31	$4,691,826	10,075	+3.8%	Shares	Sole	2025-04-25
2024-12-31	$4,595,475	9,708	+6.5%	Shares	Sole	2025-01-15
2024-09-30	$4,325,887	9,115	+4.0%	Shares	Sole	2024-10-24
2024-06-30	$3,688,188	8,762	+10.8%	Shares	Sole	2024-07-29
2024-03-31	$3,106,902	7,905	+7.0%	Shares	Sole	2024-05-02
2023-12-31	$2,885,847	7,389	+4.4%	Shares	Sole	2024-01-24
2023-09-30	$2,236,902	7,075	+5.5%	Shares	Sole	2023-10-27
2023-06-30	$2,331,462	6,705	+1.1%	Shares	Sole	2023-08-04
2023-03-31	$2,029,524	6,632	-0.9%	Shares	Sole	2023-05-03
2022-12-31	$1,865,360	6,695	-0.4%	Shares	Sole	2023-02-03
2022-09-30	$1,634,428	6,723	+4.1%	Shares	Sole	2022-11-01
2022-06-30	$1,756,382	6,458	-6.9%	Shares	Sole	2022-08-01
2022-03-31	$2,339,263	6,933	+0.0%	Shares	Other	2022-05-10
2021-12-31	$2,706,719	6,930	+16.0%	Shares	Sole	2022-02-10
2021-09-30	$2,121,782	5,975	+7.6%	Shares	Sole	2021-11-05
2021-06-30	$2,012,965	5,555	+5.3%	Shares	Sole	2021-08-09
2021-03-31	$1,574,869	5,274	+6.2%	Shares	Sole	2021-04-30
2020-12-31	$1,441,622	4,967	+25.6%	Shares	Sole	2021-01-28
2020-09-30	$1,146,356	3,955	+1.6%	Shares	Sole	2020-11-05
2020-06-30	$1,068,974	3,891	+14.2%	Shares	Sole	2020-08-04
2020-03-31	$720,792	3,408	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.