Van Hulzen Asset Management, LLC

Position in MCO — Moodys Corp /De/

CIK 1600145 EL DORADO HILLS, CA

Position in MCO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$661,716

+$227,648 QoQ

Shares Held

1,461

+46.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#799

of 1,401 holders

Holding Since

Dec 2024

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Van Hulzen Asset Management, LLC holds $15,074,855 across 5 Financial Data & Stock Exchanges names. MCO ranks #4 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	31,062	$6,859,421
2	MSCI	MSCI Inc.	9,448	$5,291,257
3	ICE	Intercontinental Exchange, Inc.	14,388	$1,771,306
4	MCO	Moodys Corp /De/ This page	1,461	$661,716
5	SPGI	S&P Global Inc.	1,275	$491,155

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$661,716	1,461	+46.8%	Shares	Sole	2026-08-13
2026-03-31	$434,068	995	+780.5%	Shares	Sole	2026-05-14
2024-12-31	$53,490	113	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.