Position in MCO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,229,319
+$110,132 QoQ
Shares Held
7,130
-0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#494
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, 2026Boston Trust Walden Corp holds $129,104,894 across 7 Financial Data & Stock Exchanges names. MCO ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDS |
Factset Research Systems Inc
|
242,449 | $55,782,664 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
|
228,885 | $55,543,522 | |
| 3 | MSCI |
MSCI Inc.
|
16,656 | $9,328,025 | |
| 4 | CME |
Cme Group Inc.
|
17,351 | $3,831,621 | |
| 5 | MCO |
Moodys Corp /De/
This page
|
7,130 | $3,229,319 | |
| 6 | SPGI |
S&P Global Inc.
|
3,175 | $1,157,435 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
1,887 | $232,308 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,229,319 | 7,130 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $3,119,187 | 7,150 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $3,627,035 | 7,100 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $3,478,304 | 7,300 | Shares | Defined | 2025-10-17 | |
| 2025-06-30 | $3,711,766 | 7,400 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $3,436,792 | 7,380 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $3,540,807 | 7,480 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $3,571,289 | 7,525 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $3,188,544 | 7,575 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $2,998,818 | 7,630 | Shares | Defined | 2024-04-22 | |
| 2023-12-31 | $3,033,870 | 7,768 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $2,466,758 | 7,802 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $2,713,259 | 7,803 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $2,450,608 | 8,008 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $4,871,113 | 17,483 | Shares | Defined | 2023-01-20 | |
| 2022-09-30 | $23,931,261 | 98,438 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $33,838,506 | 124,420 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $52,545,871 | 155,733 | Shares | Defined | 2022-04-20 | |
| 2021-12-31 | $59,525,563 | 152,403 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $53,706,835 | 151,240 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $52,451,608 | 144,746 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $41,345,540 | 138,460 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $26,642,000 | 91,793 | Shares | Defined | 2021-01-15 | |
| 2020-09-30 | $1,189,834 | 4,105 | Shares | Defined | 2020-10-14 | |
| 2020-06-30 | $1,127,766 | 4,105 | Shares | Defined | 2020-07-23 | |
| 2020-03-31 | $868,207 | 4,105 | Shares | Defined | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||