Position in MCO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$248,200
-$4,388 QoQ
Shares Held
548
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,085
of 1,401 holders
Holding Since
Jun 2021
9 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $475,477 across 10 Financial Data & Stock Exchanges names. MCO ranks #1 (52.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
548 | $248,200 | |
| 2 | MSCI |
MSCI Inc.
|
192 | $107,527 | |
| 3 | SPGI |
S&P Global Inc.
|
199 | $72,436 | |
| 4 | CME |
Cme Group Inc.
|
127 | $28,045 | |
| 5 | COIN |
Coinbase Global, Inc.
|
96 | $14,034 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
26 | $2,049 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
14 | $1,723 | |
| 8 | FDS |
Factset Research Systems Inc
|
3 | $690 |
All Filings in MCO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,200 | 548 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $252,588 | 579 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $390,289 | 764 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $436,455 | 916 | Shares | Sole | 2025-10-21 | |
| 2023-03-31 | $416,799 | 1,362 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $305,367 | 1,096 | Shares | Other | 2023-01-11 | |
| 2022-09-30 | $259,641 | 1,068 | Shares | Other | 2022-10-20 | |
| 2021-12-31 | $212,475 | 544 | Shares | Sole | 2022-02-07 | |
| 2021-06-30 | $210,899 | 582 | Shares | Other | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||