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Equibles

OAKWORTH CAPITAL, INC.

Position in MCO — Moodys Corp /De/

CIK 1588871 BIRMINGHAM, AL
Back to MCO Full portfolio

Position in MCO

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$20,381
+$750 QoQ
Shares Held
45
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,263
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MCO Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

OAKWORTH CAPITAL, INC. holds $211,452 across 5 Financial Data & Stock Exchanges names. MCO ranks #3 (9.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SPGI
S&P Global Inc.
 345 $125,607
2 ICE
Intercontinental Exchange, Inc.
 344 $42,349
3 MCO
Moodys Corp /De/
This page 		45 $20,381
4 CME
Cme Group Inc.
 63 $13,912
5 FDS
Factset Research Systems Inc
 40 $9,203

All Filings in MCO

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $20,381 45
2026-03-31 $19,631 45
2025-12-31 $22,988 45
2025-09-30 $21,441 45
2025-06-30 $22,571 45
2025-03-31 $20,956 45
2024-12-31 $21,301 45
2024-09-30 $33,221 70
2024-06-30 $29,465 70
2024-03-31 $27,512 70
2023-12-31 $27,339 70
2023-09-30 $14,227 45
2023-06-30 $15,647 45
2023-03-31 $13,770 45
2022-12-31 $12,537 45
2022-09-30 $10,939 45
2022-06-30 $12,238 45
2022-03-31 $15,183 45
2021-12-31 $17,576 45
2021-09-30 $15,979 45
2021-06-30 $16,306 45
2021-03-31 $13,437 45
2020-12-31 $13,060 45
2020-09-30 $13,043 45
2020-06-30 $12,362 45
2020-03-31 $9,517 45

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