Position in MCO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$969,701
+$118,578 QoQ
Shares Held
2,141
+9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#721
of 1,401 holders
Holding Since
Sep 2020
7 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, 2026Prospera Financial Services Inc holds $11,364,839 across 7 Financial Data & Stock Exchanges names. MCO ranks #6 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
9,108 | $3,320,112 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
|
8,106 | $1,967,083 | |
| 3 | CME |
Cme Group Inc.
|
8,360 | $1,846,138 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
13,971 | $1,719,969 | |
| 5 | COIN |
Coinbase Global, Inc.
|
7,226 | $1,056,368 | |
| 6 | MCO |
Moodys Corp /De/
This page
|
2,141 | $969,701 | |
| 7 | FDS |
Factset Research Systems Inc
|
2,110 | $485,468 |
All Filings in MCO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $969,701 | 2,141 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $851,123 | 1,951 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,030,384 | 2,017 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $216,798 | 455 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,445,582 | 2,882 | Shares | Sole | 2025-08-06 | |
| 2022-03-31 | $45,212 | 134 | Shares | Sole | 2022-05-04 | |
| 2020-09-30 | $2,898 | 10 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||