Position in MCO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$19,928
+$2,478 QoQ
Shares Held
44
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,264
of 1,401 holders
Holding Since
Mar 2020
26 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $107,555 across 9 Financial Data & Stock Exchanges names. MCO ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
78 | $28,512 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
44 | $19,928 | |
| 3 | CME |
Cme Group Inc.
|
83 | $18,328 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
107 | $13,172 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
165 | $13,005 | |
| 6 | MSCI |
MSCI Inc.
|
9 | $5,040 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
14 | $3,397 | |
| 8 | COIN |
Coinbase Global, Inc.
|
22 | $3,216 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,928 | 44 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $17,450 | 40 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $19,923 | 39 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $15,247 | 32 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $14,044 | 28 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $13,039 | 28 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $13,254 | 28 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $13,288 | 28 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $27,781 | 66 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $25,939 | 66 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $10,935 | 28 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $8,852 | 28 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $9,736 | 28 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $8,568 | 28 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $7,801 | 28 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $6,807 | 28 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $7,615 | 28 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $9,447 | 28 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $10,936 | 28 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $9,943 | 28 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $10,146 | 28 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $8,361 | 28 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $6,965 | 24 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $6,956 | 24 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $5,219 | 19 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $4,018 | 19 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||