Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in MCO — Moodys Corp /De/
CIK 1510434
Seattle, WA
Position in MCO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$279,904
+$30,099 QoQ
Shares Held
618
+26.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,042
of 1,401 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $7,619,108 across 7 Financial Data & Stock Exchanges names. MCO ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
12,816 | $2,830,157 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
30,706 | $2,420,246 | |
| 3 | SPGI |
S&P Global Inc.
|
3,818 | $1,391,695 | |
| 4 | MCO |
Moodys Corp /De/
This page
|
618 | $279,904 | |
| 5 | MORN |
Morningstar, Inc.
|
1,586 | $247,447 | |
| 6 | MSCI |
MSCI Inc.
|
409 | $229,056 | |
| 7 | TRU |
TransUnion
|
3,058 | $220,603 |
All Filings in MCO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,904 | 618 | Shares | Other | 2026-07-15 | |
| 2025-12-31 | $249,805 | 489 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $353,547 | 742 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $278,883 | 556 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $406,081 | 872 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $350,767 | 741 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||