Position in MCO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$45,644,371
+$2,148,501 QoQ
Shares Held
100,778
+1.1% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
5.98%
of 13F equity value
Holder Rank
#136
of 1,408 holders
Holding Since
Mar 2020
26 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, 2026Quantum Capital Management, LLC / NJ holds $93,875,015 across 2 Financial Data & Stock Exchanges names. MCO ranks #2 (48.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
|
86,120 | $48,230,644 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
100,778 | $45,644,371 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,644,371 | 100,778 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $43,495,870 | 99,704 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $42,845,500 | 83,871 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $40,791,452 | 85,610 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $43,096,111 | 85,919 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $31,322,309 | 67,260 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $32,359,099 | 68,359 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $32,359,919 | 68,185 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $61,842,614 | 146,919 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $59,240,232 | 150,727 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $62,141,220 | 159,108 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $51,789,594 | 163,803 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $57,920,415 | 166,572 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $52,746,525 | 172,363 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $50,587,640 | 181,565 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $44,708,172 | 183,901 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $44,989,549 | 165,421 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $47,805,935 | 141,685 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $39,557,551 | 101,279 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $35,799,704 | 100,813 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $36,564,582 | 100,904 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $29,865,479 | 100,015 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $28,624,920 | 98,625 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $27,294,015 | 94,166 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $25,380,106 | 92,382 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $18,445,761 | 87,214 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||