DONALDSON CAPITAL MANAGEMENT, LLC

Position in MCO — Moodys Corp /De/

CIK 1487438 EVANSVILLE, IN

Position in MCO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$14,269,697

+$1,275,555 QoQ

Shares Held

31,506

+5.8% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#267

of 1,401 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

DONALDSON CAPITAL MANAGEMENT, LLC holds $18,794,523 across 4 Financial Data & Stock Exchanges names. MCO ranks #1 (75.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/ This page	31,506	$14,269,697
2	CME	Cme Group Inc.	14,803	$3,268,946
3	MSCI	MSCI Inc.	1,572	$880,382
4	NDAQ	Nasdaq, Inc.	4,764	$375,498

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,269,697	31,506	+5.8%	Shares	Sole	2026-08-05
2026-03-31	$12,994,142	29,786	+2.7%	Shares	Sole	2026-04-30
2025-12-31	$14,817,715	29,006	+7.8%	Shares	Sole	2026-01-14
2025-09-30	$12,819,217	26,904	+12.1%	Shares	Sole	2025-11-04
2025-06-30	$12,040,667	24,005	-1.3%	Shares	Sole	2025-08-07
2025-03-31	$11,326,977	24,323	+5.6%	Shares	Sole	2025-04-15
2024-12-31	$10,902,657	23,032	+3.2%	Shares	Sole	2025-02-07
2024-09-30	$10,592,374	22,319	+2.7%	Shares	Sole	2024-10-29
2024-06-30	$9,149,755	21,737	+38.4%	Shares	Sole	2024-07-31
2024-03-31	$6,171,357	15,702	+3.6%	Shares	Sole	2024-04-22
2023-12-31	$5,921,280	15,161	+0.0%	Shares	Sole	2024-01-30
2023-09-30	$4,791,240	15,154	+1.2%	Shares	Sole	2023-10-11
2023-06-30	$5,207,107	14,975	-3.9%	Shares	Sole	2023-07-17
2023-03-31	$4,766,873	15,577	+3.6%	Shares	Sole	2023-04-13
2022-12-31	$4,187,658	15,030	-2.5%	Shares	Sole	2023-02-08
2022-09-30	$3,747,297	15,414	+0.8%	Shares	Sole	2022-10-13
2022-06-30	$4,159,781	15,295	-20.4%	Shares	Sole	2022-08-11
2022-03-31	$6,482,658	19,213	-9.9%	Shares	Sole	2022-05-13
2021-12-31	$8,332,243	21,333	+4.9%	Shares	Sole	2022-01-21
2021-09-30	$7,222,227	20,338	+4.3%	Shares	Sole	2021-11-04
2021-06-30	$7,066,215	19,500	+7.6%	Shares	Sole	2021-07-28
2021-03-31	$5,412,903	18,127	-3.6%	Shares	Sole	2021-05-05
2020-12-31	$5,456,512	18,800	+0.0%	Shares	Sole	2021-01-11
2020-09-30	$5,447,730	18,795	-5.6%	Shares	Sole	2020-11-05
2020-06-30	$5,468,500	19,905	-17.3%	Shares	Sole	2020-07-27
2020-03-31	$5,091,862	24,075	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.