Westside Investment Management, Inc.
Position in MCO — Moodys Corp /De/
CIK 1538383
SANTA MONICA, CA
Position in MCO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$18,116
+$666 QoQ
Shares Held
40
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,278
of 1,408 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Westside Investment Management, Inc. holds $315,031 across 7 Financial Data & Stock Exchanges names. MCO ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
583 | $85,228 | |
| 2 | SPGI |
S&P Global Inc.
|
159 | $57,794 | |
| 3 | MSCI |
MSCI Inc.
|
80 | $44,802 | |
| 4 | CME |
Cme Group Inc.
|
201 | $44,386 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
322 | $39,641 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
318 | $25,064 | |
| 7 | MCO |
Moodys Corp /De/
This page
|
40 | $18,116 |
All Filings in MCO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,116 | 40 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $17,450 | 40 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $20,434 | 40 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $19,059 | 40 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,031 | 20 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,259 | 7 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,313 | 7 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,322 | 7 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $2,946 | 7 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||