Position in MCO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$451,561
+$4,405 QoQ
Shares Held
997
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#911
of 1,401 holders
Holding Since
Sep 2021
20 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, 2026Capital Advisors, Ltd. LLC holds $1,970,505 across 11 Financial Data & Stock Exchanges names. MCO ranks #1 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
997 | $451,561 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
3,392 | $417,589 | |
| 3 | MSCI |
MSCI Inc.
|
563 | $315,302 | |
| 4 | CME |
Cme Group Inc.
|
1,301 | $287,299 | |
| 5 | SPGI |
S&P Global Inc.
|
760 | $277,029 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
1,825 | $143,846 | |
| 7 | COIN |
Coinbase Global, Inc.
|
281 | $41,079 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
110 | $26,693 |
All Filings in MCO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,561 | 997 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $447,156 | 1,025 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $512,893 | 1,004 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $478,385 | 1,004 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $503,596 | 1,004 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $467,087 | 1,003 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $470,056 | 993 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $466,996 | 984 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $404,092 | 960 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $367,876 | 936 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $355,800 | 911 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $272,222 | 861 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $288,955 | 831 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $243,591 | 796 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $225,124 | 808 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $193,758 | 797 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $185,755 | 683 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $191,648 | 568 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $127,329 | 326 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $34,445 | 97 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||