Position in MCO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,606,101
+$417,824 QoQ
Shares Held
5,754
+22.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#537
of 1,411 holders
Holding Since
Sep 2020
9 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026INVESTMENT HOUSE LLC holds $24,798,278 across 2 Financial Data & Stock Exchanges names. MCO ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
180,263 | $22,192,177 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
5,754 | $2,606,101 |
All Filings in MCO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,606,101 | 5,754 | Shares | Sole | 2026-07-31 | |
| 2025-03-31 | $2,188,277 | 4,699 | Shares | Sole | 2025-05-08 | |
| 2022-03-31 | $242,935 | 720 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $281,217 | 720 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $255,679 | 720 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $260,906 | 720 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $214,999 | 720 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $208,972 | 720 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $208,692 | 720 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||