Capital Analysts, LLC

Position in MCO — Moodys Corp /De/

CIK 1624758 FORT WASHINGTON, PA

Position in MCO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$439,332

-$413,536 QoQ

Shares Held

970

-50.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#915

of 1,401 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Capital Analysts, LLC holds $20,700,050 across 5 Financial Data & Stock Exchanges names. MCO ranks #4 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	35,008	$13,488,450
2	ICE	Intercontinental Exchange, Inc.	49,201	$6,057,134
3	NDAQ	Nasdaq, Inc.	9,073	$715,133
4	MCO	Moodys Corp /De/ This page	970	$439,332
5	COIN	Coinbase Global, Inc.	4	$1

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$439,332	970	-50.4%	Shares	Defined	2026-08-05
2026-03-31	$852,868	1,955	-17.7%	Shares	Defined	2026-05-14
2025-09-30	$1,131,640	2,375	-0.4%	Shares	Defined	2025-11-14
2025-06-30	$1,196,292	2,385	-0.4%	Shares	Defined	2025-08-13
2025-03-31	$1,115,327	2,395	-3.2%	Shares	Defined	2025-05-14
2024-12-31	$1,171,590	2,475	-0.4%	Shares	Defined	2025-02-14
2024-09-30	$1,178,881	2,484	-2.0%	Shares	Defined	2024-11-13
2024-06-30	$1,066,636	2,534	+0.2%	Shares	Defined	2024-08-14
2024-03-31	$994,365	2,530	0.0%	Shares	Defined	2024-05-14
2023-12-31	$988,116	2,530	-2.3%	Shares	Defined	2024-01-30
2023-09-30	$818,880	2,590	0.0%	Shares	Defined	2023-11-13
2023-06-30	$900,594	2,590	+1.0%	Shares	Defined	2023-08-11
2023-03-31	$784,941	2,565	-1.0%	Shares	Defined	2023-05-05
2022-12-31	$721,625	2,590	-3.9%	Shares	Defined	2023-02-08
2022-09-30	$655,424	2,696	+0.8%	Shares	Defined	2022-11-14
2022-06-30	$727,519	2,675	+0.9%	Shares	Defined	2022-08-12
2022-03-31	$894,136	2,650	+0.2%	Shares	Defined	2022-05-12
2021-12-31	$1,033,084	2,645	+5.0%	Shares	Defined	2022-02-10
2021-09-30	$894,877	2,520	-3.7%	Shares	Defined	2021-11-04
2021-03-31	$781,462	2,617	+7.3%	Shares	Defined	2021-05-17
2020-12-31	$708,185	2,440	+4.5%	Shares	Sole	2021-02-16
2020-09-30	$676,799	2,335	+11.7%	Shares	Sole	2020-11-12
2020-06-30	$574,185	2,090	-4.8%	Shares	Sole	2020-08-07
2020-03-31	$464,242	2,195	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.