LVW Advisors, LLC

Position in MCO — Moodys Corp /De/

CIK 1576053 PITTSFORD, NY

Position in MCO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$866,888

+$60 QoQ

Shares Held

1,914

-3.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#742

of 1,401 holders

Holding Since

Sep 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LVW Advisors, LLC holds $2,537,507 across 5 Financial Data & Stock Exchanges names. MCO ranks #1 (34.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/ This page	1,914	$866,888
2	SPGI	S&P Global Inc.	1,772	$645,759
3	MSCI	MSCI Inc.	969	$542,678
4	ICE	Intercontinental Exchange, Inc.	2,213	$272,442
5	NDAQ	Nasdaq, Inc.	2,661	$209,740

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$866,888	1,914	-3.7%	Shares	Sole	2026-07-15
2026-03-31	$866,828	1,987	-23.8%	Shares	Sole	2026-04-20
2025-12-31	$1,331,785	2,607	+6.7%	Shares	Sole	2026-01-14
2025-09-30	$1,164,517	2,444	-0.7%	Shares	Sole	2025-10-20
2025-06-30	$1,234,914	2,462	+5.2%	Shares	Sole	2025-07-17
2025-03-31	$1,090,180	2,341	+3.7%	Shares	Sole	2025-04-09
2024-12-31	$1,068,396	2,257	-0.5%	Shares	Sole	2025-01-16
2024-09-30	$1,076,370	2,268	+15.7%	Shares	Sole	2024-10-09
2024-06-30	$825,022	1,960	+25.2%	Shares	Sole	2024-07-15
2024-03-31	$615,484	1,566	+16.4%	Shares	Sole	2024-04-18
2023-12-31	$525,303	1,345	+96.4%	Shares	Sole	2024-01-16
2023-09-30	$216,576	685	+31.0%	Shares	Sole	2023-10-11
2021-12-31	$204,273	523	-8.6%	Shares	Sole	2022-01-26
2021-09-30	$203,122	572	—	Shares	Sole	2021-11-02
No filing history on record for this holder in this stock.