Transamerica Financial Advisors, LLC

Position in MCO — Moodys Corp /De/

CIK 1502149 CEDAR RAPIDS, IA

Position in MCO

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$3,134,659

-$195,673 QoQ

Shares Held

6,921

-9.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#496

of 1,401 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Transamerica Financial Advisors, LLC holds $4,375,037 across 11 Financial Data & Stock Exchanges names. MCO ranks #1 (71.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/ This page	6,921	$3,134,659
2	CME	Cme Group Inc.	4,305	$950,673
3	CBOE	Cboe Global Markets, Inc.	365	$88,574
4	SPGI	S&P Global Inc.	131	$50,500
5	NDAQ	Nasdaq, Inc.	596	$46,976
6	ICE	Intercontinental Exchange, Inc.	379	$46,658
7	MSCI	MSCI Inc.	39	$21,841
8	MORN	Morningstar, Inc.	137	$21,374

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,134,659	6,921	-9.3%	Shares	Sole	2026-08-17
2026-03-31	$3,330,332	7,634	-5.1%	Shares	Sole	2026-05-15
2025-12-31	$4,111,320	8,048	-3.7%	Shares	Sole	2026-02-13
2025-09-30	$3,981,466	8,356	-0.9%	Shares	Sole	2025-11-14
2025-06-30	$4,230,911	8,435	-3.7%	Shares	Sole	2025-08-14
2025-03-31	$4,079,444	8,760	-2.1%	Shares	Sole	2025-05-14
2024-12-31	$4,237,608	8,952	-2.6%	Shares	Sole	2025-02-12
2024-09-30	$4,362,431	9,192	-2.5%	Shares	Sole	2024-11-13
2024-06-30	$3,970,211	9,432	0.0%	Shares	Sole	2024-08-14
2024-03-31	$3,707,058	9,432	+1000.6%	Shares	Sole	2024-05-15
2023-12-31	$334,709	857	+852.2%	Shares	Sole	2024-02-12
2023-09-30	$28,455	90	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.