Position in MCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$23,357,989
+$3,911,710 QoQ
Shares Held
51,572
+15.7% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#208
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Creative Planning holds $170,316,620 across 11 Financial Data & Stock Exchanges names. MCO ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
118,401 | $45,619,634 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
51,572 | $23,357,989 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
184,209 | $22,677,969 | |
| 4 | CME |
Cme Group Inc.
|
94,635 | $20,898,246 | |
| 5 | FDS |
Factset Research Systems Inc
|
60,404 | $13,897,752 | |
| 6 | MSCI |
MSCI Inc.
|
22,182 | $12,422,806 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
136,276 | $10,741,273 | |
| 8 | COIN |
Coinbase Global, Inc.
|
57,319 | $8,379,464 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,357,989 | 51,572 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $19,446,279 | 44,576 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $18,053,949 | 35,341 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,154,314 | 29,706 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,883,007 | 27,678 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $13,126,868 | 28,188 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,372,240 | 24,024 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,263,444 | 23,733 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $8,755,333 | 20,800 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $7,475,823 | 19,021 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $6,846,907 | 17,531 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,212,377 | 16,486 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $5,327,765 | 15,322 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $4,224,911 | 13,806 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,650,479 | 13,102 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,399,009 | 9,868 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,234,267 | 11,892 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,434,158 | 10,178 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,106,948 | 10,515 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,799,677 | 10,700 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,657,762 | 10,094 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,375,487 | 11,304 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,126,755 | 10,773 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,743,430 | 9,465 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,498,119 | 9,093 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,023,209 | 9,566 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||