Position in MCO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,226,554
+$110,306 QoQ
Shares Held
4,916
+1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#566
of 1,408 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Carnegie Investment Counsel holds $44,232,743 across 6 Financial Data & Stock Exchanges names. MCO ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
159,681 | $35,262,355 | |
| 2 | COIN |
Coinbase Global, Inc.
|
25,134 | $3,674,339 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
18,702 | $2,302,403 | |
| 4 | MCO |
Moodys Corp /De/
This page
|
4,916 | $2,226,554 | |
| 5 | SPGI |
S&P Global Inc.
|
1,331 | $512,740 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
3,227 | $254,352 |
All Filings in MCO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,226,554 | 4,916 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,116,248 | 4,851 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $552,228 | 1,081 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $505,545 | 1,061 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $532,186 | 1,061 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $488,974 | 1,050 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $493,724 | 1,043 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $494,997 | 1,043 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $439,029 | 1,043 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $409,930 | 1,043 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $407,744 | 1,044 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $330,081 | 1,044 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $363,019 | 1,044 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $319,484 | 1,044 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $290,879 | 1,044 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $253,563 | 1,043 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $362,807 | 1,334 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $509,151 | 1,509 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $629,224 | 1,611 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $263,846 | 743 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $269,240 | 743 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $212,311 | 711 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $206,360 | 711 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||