Position in MCO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,737,448
+$362,940 QoQ
Shares Held
6,044
+11.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#521
of 1,401 holders
Holding Since
Mar 2020
25 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, 2026Sequoia Financial Advisors, LLC holds $26,519,971 across 11 Financial Data & Stock Exchanges names. MCO ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
85,621 | $6,748,647 | |
| 2 | CME |
Cme Group Inc.
|
26,009 | $5,743,567 | |
| 3 | SPGI |
S&P Global Inc.
|
9,369 | $3,415,281 | |
| 4 | MCO |
Moodys Corp /De/
This page
|
6,044 | $2,737,448 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
19,109 | $2,352,508 | |
| 6 | MSCI |
MSCI Inc.
|
2,835 | $1,587,713 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
5,800 | $1,407,486 | |
| 8 | COIN |
Coinbase Global, Inc.
|
6,593 | $963,830 |
All Filings in MCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,737,448 | 6,044 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,374,508 | 5,443 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,908,269 | 5,693 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,192,284 | 4,601 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,264,678 | 4,515 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,762,170 | 3,784 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,728,273 | 3,651 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,531,501 | 3,227 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,531,764 | 3,639 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,386,216 | 3,527 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,852,816 | 4,744 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $939,341 | 2,971 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,025,426 | 2,949 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $845,227 | 2,762 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $726,362 | 2,607 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $526,819 | 2,167 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $693,251 | 2,549 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $668,071 | 1,980 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $711,636 | 1,822 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $560,586 | 1,547 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $416,560 | 1,395 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $401,111 | 1,382 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $406,079 | 1,401 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $385,171 | 1,402 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $286,159 | 1,353 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||