Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,521,689
+$592,846 QoQ
Shares Held
18,815
+3.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#343
of 1,408 holders
Holding Since
Sep 2020
13 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Strategic Global Advisors, LLC holds $21,238,517 across 2 Financial Data & Stock Exchanges names. MCO ranks #2 (40.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
|
22,707 | $12,716,828 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
18,815 | $8,521,689 |
All Filings in MCO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,521,689 | 18,815 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,928,843 | 18,175 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,514,581 | 18,625 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,920,872 | 14,525 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,410,992 | 14,775 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,454,929 | 13,861 | Shares | Sole | 2025-05-15 | |
| 2022-03-31 | $4,281,058 | 12,688 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,720,159 | 12,085 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,941,365 | 11,099 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,081,232 | 8,503 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,783,343 | 9,321 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,682,688 | 9,243 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,582,853 | 8,911 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||