Position in MCO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,183,932
+$321,030 QoQ
Shares Held
2,614
+32.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#686
of 1,411 holders
Holding Since
Mar 2020
25 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, 2026Allworth Financial LP holds $18,574,374 across 13 Financial Data & Stock Exchanges names. MCO ranks #3 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
55,023 | $12,150,729 | |
| 2 | SPGI |
S&P Global Inc.
|
3,874 | $1,492,607 | |
| 3 | MCO |
Moodys Corp /De/
This page
|
2,614 | $1,183,932 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
8,565 | $1,054,437 | |
| 5 | MSCI |
MSCI Inc.
|
1,407 | $787,976 | |
| 6 | FDS |
Factset Research Systems Inc
|
2,566 | $590,385 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
4,901 | $386,296 | |
| 8 | COIN |
Coinbase Global, Inc.
|
2,260 | $330,389 |
All Filings in MCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,183,932 | 2,614 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $862,902 | 1,978 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $822,979 | 1,611 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $674,219 | 1,415 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $645,044 | 1,286 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $505,273 | 1,085 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $473,843 | 1,001 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $454,657 | 958 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $406,197 | 965 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $249,967 | 636 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $246,443 | 631 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $154,290 | 488 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $166,210 | 478 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $148,113 | 484 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $124,543 | 447 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $74,877 | 308 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $126,738 | 466 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $144,411 | 428 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $137,874 | 353 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $107,243 | 302 | Shares | Sole | 2021-11-02 | |
| 2021-03-31 | $119,444 | 400 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $116,096 | 400 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $115,940 | 400 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $109,892 | 400 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $84,600 | 400 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||