Focus Partners Wealth

Position in MCO — Moodys Corp /De/

CIK 1542153 ST LOUIS, MO

Position in MCO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$32,238,438

-$1,304,483 QoQ

Shares Held

73,899

+12.5% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 82.96547897749569.ToString("F0")% Shared 0.ToString("F0")% None 17.034521022504297.ToString("F0")%

Financial Services · as of Mar 31, 2026

Focus Partners Wealth holds $820,136,428 across 11 Financial Data & Stock Exchanges names. MCO ranks #5 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	2,900,880	$456,250,406
2	SPGI	S&P Global Inc.	288,357	$116,035,721
3	CME	Cme Group Inc.	365,881	$108,062,953
4	MSCI	MSCI Inc.	80,312	$43,288,971
5	MCO	Moodys Corp /De/ This page	73,899	$32,238,438
6	MORN	Morningstar, Inc.	134,871	$22,799,942
7	CBOE	Cboe Global Markets, Inc.	79,135	$22,242,474
8	COIN	Coinbase Global, Inc.	83,341	$14,552,172

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$32,238,438	73,899	+12.5%	Shares	Sole	2026-05-15
2025-12-31	$33,542,921	65,661	+25.9%	Shares	Sole	2026-02-13
2025-09-30	$24,843,667	52,140	-3.0%	Shares	Sole	2025-11-14
2025-06-30	$26,971,999	53,773	+0.2%	Shares	Sole	2025-08-14
2025-03-31	$24,984,734	53,651	-10.2%	Shares	Sole	2025-05-20
2024-12-31	$28,286,697	59,756	+0.8%	Shares	Sole	2025-05-29
2024-09-30	$28,143,187	59,300	-65.5%	Shares	Sole	2024-11-14
2024-06-30	$72,258,526	171,664	+106.1%	Shares	Sole	2024-08-15
2024-03-31	$32,741,757	83,306	+4.1%	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.