Position in MCO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,606,507
+$240,172 QoQ
Shares Held
3,547
+13.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#629
of 1,401 holders
Holding Since
Dec 2023
10 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, 2026Advisory Alpha, LLC holds $5,368,323 across 7 Financial Data & Stock Exchanges names. MCO ranks #1 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
3,547 | $1,606,507 | |
| 2 | CME |
Cme Group Inc.
|
4,985 | $1,100,837 | |
| 3 | SPGI |
S&P Global Inc.
|
2,357 | $908,189 | |
| 4 | FDS |
Factset Research Systems Inc
|
3,669 | $844,163 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
1,751 | $424,915 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
2,139 | $263,332 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
2,796 | $220,380 |
All Filings in MCO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,606,507 | 3,547 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,366,335 | 3,132 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,426,804 | 2,793 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,193,105 | 2,504 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,062,869 | 2,119 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $659,404 | 1,393 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $579,948 | 1,222 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $407,460 | 968 | Shares | Sole | 2024-08-21 | |
| 2024-03-31 | $319,926 | 814 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $219,885 | 563 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||