Position in MCO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$34,344,923
+$2,106,485 QoQ
Shares Held
75,830
+2.6% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#158
of 1,408 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Focus Partners Wealth holds $719,868,639 across 11 Financial Data & Stock Exchanges names. MCO ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
2,371,544 | $291,960,781 | |
| 2 | SPGI |
S&P Global Inc.
|
616,405 | $237,499,769 | |
| 3 | CME |
Cme Group Inc.
|
364,727 | $80,542,663 | |
| 4 | MSCI |
MSCI Inc.
|
80,230 | $44,932,009 | |
| 5 | MCO |
Moodys Corp /De/
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|
75,830 | $34,344,923 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
83,602 | $20,287,697 | |
| 7 | FDS |
Factset Research Systems Inc
|
14,594 | $3,357,787 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
32,902 | $2,593,335 |
All Filings in MCO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,344,923 | 75,830 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $32,238,438 | 73,899 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,542,921 | 65,661 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $24,843,667 | 52,140 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $26,971,999 | 53,773 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,984,734 | 53,651 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $27,746,582 | 58,615 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $28,143,187 | 59,300 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $72,258,526 | 171,664 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $32,741,757 | 83,306 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $31,245,971 | 80,003 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||