Position in MCO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$7,131,225
+$96,258 QoQ
Shares Held
15,745
-2.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
7.07%
of 13F equity value
Holder Rank
#358
of 1,401 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026STERLING INVESTMENT MANAGEMENT, LLC holds $14,675,745 across 2 Financial Data & Stock Exchanges names. MCO ranks #2 (48.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
20,697 | $7,544,520 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
15,745 | $7,131,225 |
All Filings in MCO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,131,225 | 15,745 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $7,034,967 | 16,126 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,552,428 | 10,869 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,349,309 | 9,128 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $4,593,059 | 9,157 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,351,570 | 7,197 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,526,375 | 5,337 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,564,684 | 5,404 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,408,140 | 5,721 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,809,903 | 4,605 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,743,459 | 4,464 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,133,785 | 3,586 | Shares | Sole | 2023-10-11 | |
| 2022-06-30 | $967,669 | 3,558 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,423,195 | 4,218 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,058,356 | 5,270 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,892,736 | 5,330 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,469,410 | 4,055 | Shares | Sole | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||