Position in MCO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$305,721
-$62,910 QoQ
Shares Held
675
-20.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,019
of 1,401 holders
Holding Since
Mar 2020
26 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, 2026Bank Julius Baer & Co. Ltd, Zurich holds $420,248,063 across 8 Financial Data & Stock Exchanges names. MCO ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
1,169,066 | $258,164,844 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
916,149 | $72,210,864 | |
| 3 | SPGI |
S&P Global Inc.
|
178,232 | $68,672,586 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
72,784 | $17,662,493 | |
| 5 | MSCI |
MSCI Inc.
|
2,575 | $1,442,103 | |
| 6 | COIN |
Coinbase Global, Inc.
|
8,766 | $1,281,501 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
4,126 | $507,951 | |
| 8 | MCO |
Moodys Corp /De/
This page
|
675 | $305,721 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,721 | 675 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $368,631 | 845 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $446,993 | 875 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,627,655 | 3,416 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,712,929 | 3,415 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,590,797 | 3,416 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $1,465,553 | 3,096 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,275,697 | 2,688 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,205,122 | 2,863 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,252,193 | 3,186 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,244,324 | 3,186 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $1,019,648 | 3,225 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,087,320 | 3,127 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $974,979 | 3,186 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,852,265 | 6,648 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,520,896 | 6,256 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,309,569 | 8,492 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,859,803 | 5,512 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,079,057 | 5,323 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $238,989 | 673 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $234,091 | 646 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $189,617 | 635 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $246,123 | 848 | Shares | Sole | 2021-02-24 | |
| 2020-09-30 | $1,018,243 | 3,513 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $959,082 | 3,491 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $836,059 | 3,953 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||