Position in MCO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,037,639
+$122,823 QoQ
Shares Held
2,291
+9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#710
of 1,408 holders
Holding Since
Jun 2021
13 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, 2026Brookstone Capital Management holds $13,020,898 across 7 Financial Data & Stock Exchanges names. MCO ranks #2 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
27,339 | $9,965,732 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
2,291 | $1,037,639 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
4,491 | $552,887 | |
| 4 | COIN |
Coinbase Global, Inc.
|
3,708 | $542,072 | |
| 5 | CME |
Cme Group Inc.
|
1,553 | $342,948 | |
| 6 | TRU |
TransUnion
|
4,251 | $306,667 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
3,463 | $272,953 |
All Filings in MCO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,037,639 | 2,291 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $914,816 | 2,097 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,093,219 | 2,140 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $945,812 | 1,985 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,028,761 | 2,051 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $772,579 | 1,659 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $745,557 | 1,575 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $764,564 | 1,611 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $650,757 | 1,546 | Shares | Sole | 2024-07-18 | |
| 2022-03-31 | $243,272 | 721 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $224,974 | 576 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $204,543 | 576 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $208,725 | 576 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||