Position in MCO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$227,365
+$37 QoQ
Shares Held
502
+12.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,114
of 1,401 holders
Holding Since
Jun 2023
10 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, 2026Stratos Wealth Partners, LTD. holds $19,592,123 across 7 Financial Data & Stock Exchanges names. MCO ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
57,539 | $4,535,223 | |
| 2 | CME |
Cme Group Inc.
|
20,267 | $4,475,561 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
35,193 | $4,332,610 | |
| 4 | SPGI |
S&P Global Inc.
|
10,160 | $3,914,582 | |
| 5 | COIN |
Coinbase Global, Inc.
|
10,268 | $1,501,078 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
2,496 | $605,704 | |
| 7 | MCO |
Moodys Corp /De/
This page
|
502 | $227,365 |
All Filings in MCO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,365 | 502 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $227,328 | 445 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $204,409 | 429 | Shares | Sole | 2025-11-06 | |
| 2024-12-31 | $265,087 | 560 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $266,719 | 562 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $234,878 | 558 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $204,375 | 520 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $259,722 | 665 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $206,459 | 653 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $204,111 | 587 | Shares | Sole | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||