Evercore Wealth Management, LLC

Position in MCO — Moodys Corp /De/

CIK 1482689 New York, NY

Position in MCO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$674,397

+$24,821 QoQ

Shares Held

1,489

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#793

of 1,401 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $5,217,646 across 6 Financial Data & Stock Exchanges names. MCO ranks #3 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	17,135	$2,109,489
2	SPGI	S&P Global Inc.	3,119	$1,201,823
3	MCO	Moodys Corp /De/ This page	1,489	$674,397
4	MSCI	MSCI Inc.	969	$542,678
5	CME	Cme Group Inc.	2,160	$476,992
6	COIN	Coinbase Global, Inc.	1,452	$212,267

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$674,397	1,489	0.0%	Shares	Sole	2026-08-14
2026-03-31	$649,576	1,489	-1.0%	Shares	Sole	2026-05-15
2025-12-31	$768,318	1,504	0.0%	Shares	Sole	2026-02-17
2025-09-30	$716,625	1,504	0.0%	Shares	Sole	2025-11-14
2025-06-30	$754,391	1,504	0.0%	Shares	Sole	2025-08-14
2025-03-31	$700,397	1,504	-2.3%	Shares	Sole	2025-05-15
2024-12-31	$728,989	1,540	+0.1%	Shares	Sole	2025-02-14
2024-09-30	$730,394	1,539	0.0%	Shares	Sole	2024-11-14
2024-06-30	$647,811	1,539	-1.0%	Shares	Sole	2024-08-14
2024-03-31	$610,768	1,554	-6.3%	Shares	Sole	2024-05-15
2023-12-31	$647,939	1,659	+14.9%	Shares	Sole	2024-02-14
2023-09-30	$456,549	1,444	0.0%	Shares	Sole	2023-11-14
2023-06-30	$502,107	1,444	0.0%	Shares	Sole	2023-08-04
2023-03-31	$441,892	1,444	0.0%	Shares	Sole	2023-05-15
2022-12-31	$402,327	1,444	+2.8%	Shares	Sole	2023-02-14
2022-09-30	$341,326	1,404	0.0%	Shares	Sole	2022-11-14
2022-06-30	$381,845	1,404	0.0%	Shares	Sole	2022-08-15
2022-03-31	$473,723	1,404	-0.1%	Shares	Sole	2022-05-16
2021-12-31	$548,764	1,405	0.0%	Shares	Sole	2022-02-14
2021-09-30	$498,929	1,405	-6.6%	Shares	Sole	2021-11-15
2021-06-30	$545,366	1,505	-0.7%	Shares	Sole	2021-08-16
2021-03-31	$452,692	1,516	-6.2%	Shares	Sole	2021-05-17
2020-12-31	$469,318	1,617	-3.5%	Shares	Sole	2021-02-16
2020-09-30	$485,788	1,676	-5.8%	Shares	Sole	2020-11-16
2020-06-30	$488,744	1,779	-29.3%	Shares	Sole	2020-08-13
2020-03-31	$531,922	2,515	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.