Position in MCO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,096,519
+$36,868 QoQ
Shares Held
2,421
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#700
of 1,401 holders
Holding Since
Dec 2023
11 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, 2026RWA WEALTH PARTNERS, LLC holds $20,142,118 across 8 Financial Data & Stock Exchanges names. MCO ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
25,654 | $9,884,606 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
|
16,466 | $3,995,803 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
16,462 | $2,026,636 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
23,916 | $1,885,059 | |
| 5 | MCO |
Moodys Corp /De/
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|
2,421 | $1,096,519 | |
| 6 | CME |
Cme Group Inc.
|
2,865 | $632,677 | |
| 7 | COIN |
Coinbase Global, Inc.
|
2,861 | $418,249 | |
| 8 | TRU |
TransUnion
|
2,808 | $202,569 |
All Filings in MCO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,096,519 | 2,421 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,059,651 | 2,429 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,235,746 | 2,419 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,067,315 | 2,240 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,123,561 | 2,240 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,043,145 | 2,240 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,108,159 | 2,341 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,168,915 | 2,463 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,024,122 | 2,433 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $956,241 | 2,433 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $995,928 | 2,550 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||