Regal Investment Advisors LLC

Position in MCO — Moodys Corp /De/

CIK 1559789 KENTWOOD, MI

Position in MCO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$490,965

+$173,060 QoQ

Shares Held

1,084

-5.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#878

of 1,408 holders

Holding Since

Dec 2020

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Regal Investment Advisors LLC holds $6,438,266 across 5 Financial Data & Stock Exchanges names. MCO ranks #5 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDS	Factset Research Systems Inc	12,125	$2,789,720
2	CME	Cme Group Inc.	6,538	$1,443,786
3	SPGI	S&P Global Inc.	2,694	$1,038,105
4	COIN	Coinbase Global, Inc.	4,622	$675,690
5	MCO	Moodys Corp /De/ This page	1,084	$490,965

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$490,965	1,084	-5.0%	Shares	Sole	2026-08-14
2022-12-31	$317,905	1,141	-12.7%	Shares	Sole	2023-03-01
2022-09-30	$317,744	1,307	+18.0%	Shares	Sole	2022-11-15
2022-06-30	$301,342	1,108	-1.4%	Shares	Sole	2022-08-09
2022-03-31	$379,248	1,124	-61.1%	Shares	Sole	2022-05-09
2021-12-31	$1,129,947	2,893	-17.2%	Shares	Sole	2022-02-10
2021-09-30	$1,240,399	3,493	-6.4%	Shares	Sole	2021-11-05
2021-06-30	$1,352,727	3,733	+105.6%	Shares	Sole	2021-08-09
2020-12-31	$527,075	1,816	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.