Position in MCO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$40,762
+$3,245 QoQ
Shares Held
90
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,236
of 1,401 holders
Holding Since
Sep 2021
20 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, 2026JFS WEALTH ADVISORS, LLC holds $727,461 across 11 Financial Data & Stock Exchanges names. MCO ranks #3 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
6,117 | $482,141 | |
| 2 | SPGI |
S&P Global Inc.
|
193 | $70,509 | |
| 3 | MCO |
Moodys Corp /De/
This page
|
90 | $40,762 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
159 | $38,584 | |
| 5 | MSCI |
MSCI Inc.
|
55 | $30,802 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
207 | $25,483 | |
| 7 | CME |
Cme Group Inc.
|
96 | $21,199 | |
| 8 | COIN |
Coinbase Global, Inc.
|
64 | $9,356 |
All Filings in MCO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,762 | 90 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $37,517 | 86 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $44,954 | 88 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $33,353 | 70 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $35,111 | 70 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $32,598 | 70 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $33,609 | 71 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $33,221 | 70 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $28,623 | 68 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $27,119 | 69 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $26,948 | 69 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $19,918 | 63 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $21,906 | 63 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $19,891 | 65 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $34,548 | 124 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $33,792 | 139 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $38,891 | 143 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $50,274 | 149 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $100,769 | 258 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $93,749 | 264 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||