NAPLES GLOBAL ADVISORS, LLC

Position in MCO — Moodys Corp /De/

CIK 1582151 NAPLES, FL

Position in MCO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,505,553

+$111,850 QoQ

Shares Held

5,532

+0.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#540

of 1,401 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NAPLES GLOBAL ADVISORS, LLC holds $7,591,032 across 6 Financial Data & Stock Exchanges names. MCO ranks #2 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	20,831	$2,564,504
2	MCO	Moodys Corp /De/ This page	5,532	$2,505,553
3	NDAQ	Nasdaq, Inc.	10,398	$819,570
4	CME	Cme Group Inc.	3,391	$748,834
5	SPGI	S&P Global Inc.	1,617	$589,505
6	FDS	Factset Research Systems Inc	1,578	$363,066

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,505,553	5,532	+0.8%	Shares	Sole	2026-07-23
2026-03-31	$2,393,703	5,487	+8.8%	Shares	Sole	2026-04-20
2025-12-31	$2,575,705	5,042	0.0%	Shares	Sole	2026-02-04
2025-09-30	$2,402,412	5,042	0.0%	Shares	Sole	2025-10-30
2025-06-30	$2,529,016	5,042	+0.8%	Shares	Sole	2025-07-18
2025-03-31	$2,329,381	5,002	0.0%	Shares	Sole	2025-04-10
2024-12-31	$2,367,796	5,002	-1.0%	Shares	Sole	2025-01-29
2024-09-30	$2,396,679	5,050	+0.2%	Shares	Sole	2024-10-24
2024-06-30	$2,122,329	5,042	-0.9%	Shares	Sole	2024-07-18
2024-03-31	$1,999,736	5,088	-1.9%	Shares	Sole	2024-04-29
2023-12-31	$2,026,225	5,188	-0.5%	Shares	Sole	2024-01-11
2023-09-30	$1,648,194	5,213	+1.6%	Shares	Sole	2023-10-16
2023-06-30	$1,784,846	5,133	-3.0%	Shares	Sole	2023-07-17
2023-03-31	$1,619,457	5,292	0.0%	Shares	Sole	2023-04-17
2022-12-31	$1,474,457	5,292	-0.3%	Shares	Sole	2023-04-17
2022-09-30	$1,290,184	5,307	0.0%	Shares	Sole	2022-10-20
2022-06-30	$1,443,344	5,307	+38.9%	Shares	Sole	2022-08-11
2022-03-31	$1,289,581	3,822	+14.9%	Shares	Sole	2022-04-28
2021-12-31	$1,298,678	3,325	+1.6%	Shares	Sole	2022-02-04
2021-09-30	$1,161,919	3,272	-4.4%	Shares	Sole	2021-10-29
2021-06-30	$1,240,030	3,422	-0.7%	Shares	Sole	2021-08-06
2021-03-31	$1,029,308	3,447	-1.4%	Shares	Sole	2021-05-10
2020-12-31	$1,014,969	3,497	-1.1%	Shares	Sole	2021-02-08
2020-09-30	$1,025,199	3,537	+4.4%	Shares	Sole	2020-10-26
2020-06-30	$930,510	3,387	-2.6%	Shares	Sole	2020-08-04
2020-03-31	$735,385	3,477	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.