Pinnacle Wealth Management Advisory Group, LLC
Position in MCO — Moodys Corp /De/
CIK 1631864
RED BANK, NJ
Position in MCO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$356,900
+$19,243 QoQ
Shares Held
788
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#967
of 1,401 holders
Holding Since
Jun 2023
12 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, 2026Pinnacle Wealth Management Advisory Group, LLC holds $1,371,194 across 3 Financial Data & Stock Exchanges names. MCO ranks #2 (26.0% of the industry book) .
All Filings in MCO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,900 | 788 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $337,657 | 774 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $398,973 | 781 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $370,224 | 777 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $437,888 | 873 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $375,811 | 807 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $376,329 | 795 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $376,824 | 794 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $335,481 | 797 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $252,718 | 643 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $244,881 | 627 | Shares | Sole | 2024-02-07 | |
| 2023-06-30 | $217,325 | 625 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||