Position in MCO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$937,091
+$34,490 QoQ
Shares Held
2,069
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#727
of 1,401 holders
Holding Since
Mar 2020
26 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, 2026Waldron Private Wealth LLC holds $1,469,958 across 2 Financial Data & Stock Exchanges names. MCO ranks #1 (63.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
2,069 | $937,091 | |
| 2 | SPGI |
S&P Global Inc.
|
1,462 | $532,867 |
All Filings in MCO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $937,091 | 2,069 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $902,601 | 2,069 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,048,264 | 2,052 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $976,307 | 2,049 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,047,319 | 2,088 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $972,360 | 2,088 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,366,618 | 2,887 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,367,292 | 2,881 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,206,385 | 2,866 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,044,673 | 2,658 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,386,488 | 3,550 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $1,098,374 | 3,474 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $1,209,717 | 3,479 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $1,059,747 | 3,463 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $652 | 2,685 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $652,750 | 2,685 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $632,602 | 2,326 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $788,864 | 2,338 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $886,616 | 2,270 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $806,099 | 2,270 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $734,161 | 2,026 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $604,983 | 2,026 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $588,026 | 2,026 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $593,612 | 2,048 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $548,361 | 1,996 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $410,521 | 1,941 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||