Position in MCO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,359,205
+$124,184 QoQ
Shares Held
3,001
+6.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#665
of 1,401 holders
Holding Since
Mar 2020
26 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, 2026Advisory Services Network, LLC holds $20,462,073 across 10 Financial Data & Stock Exchanges names. MCO ranks #7 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
11,295 | $4,351,972 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
26,377 | $3,247,265 | |
| 3 | COIN |
Coinbase Global, Inc.
|
21,972 | $3,212,082 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
8,927 | $2,166,311 | |
| 5 | MORN |
Morningstar, Inc.
|
13,457 | $2,099,558 | |
| 6 | CME |
Cme Group Inc.
|
7,173 | $1,584,006 | |
| 7 | MCO |
Moodys Corp /De/
This page
|
3,001 | $1,359,205 | |
| 8 | FDS |
Factset Research Systems Inc
|
4,420 | $1,016,952 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,359,205 | 3,001 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,235,021 | 2,831 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,988,224 | 3,892 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,836,828 | 3,855 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $1,883,968 | 3,756 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,616,407 | 3,471 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,565,903 | 3,308 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,511,565 | 3,185 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,340,657 | 3,185 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,255,336 | 3,194 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,142,385 | 2,925 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,005,735 | 3,181 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,068,541 | 3,073 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $341,211 | 1,115 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $323,196 | 1,160 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $440,756 | 1,813 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $505,046 | 1,857 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $703,160 | 2,084 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $1,052,612 | 2,695 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $954,534 | 2,688 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $989,994 | 2,732 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $907,773 | 3,040 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $822,539 | 2,834 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $873,318 | 3,013 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $616,218 | 2,243 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $262,471 | 1,241 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||