Position in MCO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$20,987,859
+$802,136 QoQ
Shares Held
46,339
+0.1% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#217
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $39,450,943 across 9 Financial Data & Stock Exchanges names. MCO ranks #1 (53.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
46,339 | $20,987,859 | |
| 2 | CME |
Cme Group Inc.
|
42,609 | $9,409,345 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
34,594 | $4,258,867 | |
| 4 | SPGI |
S&P Global Inc.
|
4,929 | $1,899,053 | |
| 5 | COIN |
Coinbase Global, Inc.
|
9,542 | $1,394,944 | |
| 6 | MSCI |
MSCI Inc.
|
760 | $425,630 | |
| 7 | FDS |
Factset Research Systems Inc
|
1,807 | $415,754 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
1,562 | $379,050 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,987,859 | 46,339 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $20,185,723 | 46,271 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $28,227,527 | 55,256 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $26,452,740 | 55,517 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $27,778,054 | 55,380 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $25,735,892 | 55,264 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $26,192,508 | 55,332 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $26,413,306 | 55,655 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $23,345,619 | 55,462 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $22,014,003 | 56,011 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $21,858,471 | 55,967 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $17,717,534 | 56,038 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $19,565,161 | 56,267 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $8,317,929 | 27,181 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $7,574,841 | 27,187 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $6,629,609 | 27,270 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $7,700,558 | 28,314 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $9,493,367 | 28,136 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,224,878 | 28,739 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,150,464 | 28,584 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $10,368,855 | 28,614 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $8,361,975 | 28,003 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,290,415 | 28,564 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $7,637,837 | 26,351 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $7,160,562 | 26,064 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $5,384,578 | 25,459 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||