Position in MCO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$475,113
+$173,665 QoQ
Shares Held
1,049
+51.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#890
of 1,408 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026West Family Investments, Inc. holds $3,099,939 across 7 Financial Data & Stock Exchanges names. MCO ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,835 | $707,003 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
1,049 | $475,113 | |
| 3 | CME |
Cme Group Inc.
|
2,089 | $461,313 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
5,540 | $436,662 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
1,550 | $376,138 | |
| 6 | MSCI |
MSCI Inc.
|
603 | $337,704 | |
| 7 | FDS |
Factset Research Systems Inc
|
1,330 | $306,006 |
All Filings in MCO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,113 | 1,049 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $301,448 | 691 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $482,753 | 945 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $450,273 | 945 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $470,993 | 939 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $314,340 | 675 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $319,524 | 675 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $323,195 | 681 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $284,127 | 675 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $265,295 | 675 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $261,284 | 669 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $206,459 | 653 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $227,061 | 653 | Shares | Sole | 2023-08-16 | |
| 2022-09-30 | $234,358 | 964 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $284,480 | 1,046 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $216,617 | 642 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $272,624 | 698 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $249,642 | 703 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $239,164 | 660 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||