Position in MCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$452,920
-$70,580 QoQ
Shares Held
1,000
-16.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#910
of 1,401 holders
Holding Since
Dec 2025
3 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, 2026Dempze Nancy E holds $738,001 across 2 Financial Data & Stock Exchanges names. MCO ranks #1 (61.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
1,000 | $452,920 | |
| 2 | SPGI |
S&P Global Inc.
|
740 | $285,081 |
All Filings in MCO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,920 | 1,000 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $523,500 | 1,200 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $791,817 | 1,550 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||