Position in MCO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,071,297
+$248,002 QoQ
Shares Held
8,989
+2.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#462
of 1,401 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Caprock Group, LLC holds $22,237,441 across 10 Financial Data & Stock Exchanges names. MCO ranks #3 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
20,799 | $5,047,293 | |
| 2 | SPGI |
S&P Global Inc.
|
11,773 | $4,291,449 | |
| 3 | MCO |
Moodys Corp /De/
This page
|
8,989 | $4,071,297 | |
| 4 | COIN |
Coinbase Global, Inc.
|
19,993 | $2,922,776 | |
| 5 | CME |
Cme Group Inc.
|
7,978 | $1,761,781 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
11,828 | $1,456,145 | |
| 7 | MSCI |
MSCI Inc.
|
1,874 | $1,049,514 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
9,157 | $721,754 |
All Filings in MCO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,071,297 | 8,989 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,823,295 | 8,764 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,674,277 | 9,150 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,483,413 | 5,212 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $2,567,348 | 5,513 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,546,730 | 5,380 | Shares | Sole | 2025-01-23 | |
| 2024-06-30 | $2,056,243 | 4,885 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,237,258 | 3,148 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,195,894 | 3,062 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $936,811 | 2,963 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $952,057 | 2,738 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $752,197 | 2,458 | Shares | Sole | 2023-04-26 | |
| 2022-09-30 | $492,297 | 2,025 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $456,637 | 1,679 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $523,660 | 1,552 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $619,850 | 1,587 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $512,068 | 1,442 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $464,920 | 1,283 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $306,672 | 1,027 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $306,203 | 1,055 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $358,834 | 1,238 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $312,093 | 1,136 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $247,878 | 1,172 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||