Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$247,747
+$8,682 QoQ
Shares Held
547
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,086
of 1,401 holders
Holding Since
Mar 2026
2 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, 2026Family Manage LLC holds $247,747 across 1 Financial Data & Stock Exchanges name. MCO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
547 | $247,747 |
All Filings in MCO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,747 | 547 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $239,065 | 548 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||