Position in MCO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$646,316
+$221,845 QoQ
Shares Held
1,427
+46.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#806
of 1,401 holders
Holding Since
Dec 2024
7 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, 2026J2 Capital Management Inc holds $1,172,909 across 2 Financial Data & Stock Exchanges names. MCO ranks #1 (55.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
1,427 | $646,316 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
|
2,170 | $526,593 |
All Filings in MCO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $646,316 | 1,427 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $424,471 | 973 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $498,589 | 976 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $343,065 | 720 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $357,633 | 713 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $235,173 | 505 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $254,199 | 537 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||