CWM, LLC

Position in MCO — Moodys Corp /De/

CIK 1535847 OMAHA, NE

Position in MCO

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$4,610,290

+$385,050 QoQ

Shares Held

10,568

+27.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 4.911052233156699.ToString("F0")% Shared 0.ToString("F0")% None 95.0889477668433.ToString("F0")%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $95,548,230 across 13 Financial Data & Stock Exchanges names. MCO ranks #7 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBOE	Cboe Global Markets, Inc.	115,114	$32,355,091
2	SPGI	S&P Global Inc.	42,127	$17,918,298
3	CME	Cme Group Inc.	46,992	$13,879,087
4	MSCI	MSCI Inc.	12,583	$6,782,362
5	NDAQ	Nasdaq, Inc.	60,327	$5,121,159
6	ICE	Intercontinental Exchange, Inc.	30,130	$4,738,846
7	MCO	Moodys Corp /De/ This page	10,568	$4,610,290
8	COIN	Coinbase Global, Inc.	19,195	$3,351,638

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,610,290	10,568	+27.8%	Shares	Sole	2026-05-14
2025-12-31	$4,225,240	8,271	+65.4%	Shares	Sole	2026-01-26
2025-09-30	$2,383,352	5,002	+0.4%	Shares	Sole	2025-10-15
2025-06-30	$2,497,918	4,980	+29.7%	Shares	Sole	2025-07-25
2025-03-31	$1,787,783	3,839	+24.4%	Shares	Sole	2025-05-01
2024-12-31	$1,461,293	3,087	-0.7%	Shares	Sole	2025-02-04
2024-09-30	$1,475,025	3,108	-2.8%	Shares	Sole	2024-10-08
2024-06-30	$1,346,134	3,198	+3.5%	Shares	Sole	2024-07-10
2024-03-31	$1,214,462	3,090	+4.4%	Shares	Sole	2024-04-05
2023-12-31	$1,156,057	2,960	+11.4%	Shares	Sole	2024-02-01
2023-09-30	$839,747	2,656	+6.1%	Shares	Sole	2023-10-11
2023-06-30	$870,343	2,503	-2.8%	Shares	Sole	2023-08-03
2023-03-31	$788,001	2,575	+8.0%	Shares	Sole	2023-05-01
2022-12-31	$664,230	2,384	+0.1%	Shares	Sole	2023-02-01
2022-09-30	$578,844	2,381	+21.9%	Shares	Sole	2022-10-27
2022-06-30	$531,429	1,954	+20.7%	Shares	Sole	2022-07-28
2022-03-31	$546,266	1,619	+50.5%	Shares	Sole	2022-04-21
2021-12-31	$420,264	1,076	+28.4%	Shares	Sole	2022-01-31
2021-06-30	$303,666	838	0.0%	Shares	Sole	2021-09-15
2021-03-31	$250,235	838	0.0%	Shares	Sole	2021-09-15
2020-12-31	$243,221	838	0.0%	Shares	Sole	2021-09-15
2020-09-30	$242,894	838	0.0%	Shares	Sole	2021-09-15
2020-06-30	$230,223	838	0.0%	Shares	Sole	2021-09-15
2020-03-31	$177,237	838	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.