Position in MCO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$230,083
+$2,361 QoQ
Shares Held
508
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,108
of 1,401 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $10,849,571 across 11 Financial Data & Stock Exchanges names. MCO ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
24,554 | $5,422,259 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
22,058 | $2,715,560 | |
| 3 | SPGI |
S&P Global Inc.
|
3,185 | $1,227,074 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
11,151 | $878,921 | |
| 5 | MCO |
Moodys Corp /De/
This page
|
508 | $230,083 | |
| 6 | FDS |
Factset Research Systems Inc
|
610 | $140,348 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
360 | $87,361 | |
| 8 | COIN |
Coinbase Global, Inc.
|
477 | $69,732 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,083 | 508 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $227,722 | 522 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $219,154 | 429 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $191,544 | 402 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $183,080 | 365 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $176,496 | 379 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $166,152 | 351 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,391,972 | 2,933 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $133,013 | 316 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $215,380 | 548 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $338,224 | 866 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $365,808 | 1,157 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $454,122 | 1,306 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $393,847 | 1,287 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $349,110 | 1,253 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $276,172 | 1,136 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $286,656 | 1,054 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $349,219 | 1,035 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $98,035 | 251 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $111,149 | 313 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $109,798 | 303 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $88,388 | 296 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $96,649 | 333 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $101,737 | 351 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $96,430 | 351 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $72,121 | 341 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||