Position in MCO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,304,387
-$175,545 QoQ
Shares Held
2,990
+3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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 Mar 31, 2026Sunbelt Securities, Inc. holds $2,780,434 across 9 Financial Data & Stock Exchanges names. MCO ranks #1 (46.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
2,990 | $1,304,387 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
6,288 | $533,788 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
1,104 | $310,301 | |
| 4 | CME |
Cme Group Inc.
|
744 | $219,740 | |
| 5 | COIN |
Coinbase Global, Inc.
|
776 | $135,497 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
725 | $114,028 | |
| 7 | MSCI |
MSCI Inc.
|
181 | $97,560 | |
| 8 | SPGI |
S&P Global Inc.
|
153 | $65,077 |
All Filings in MCO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,304,387 | 2,990 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,479,932 | 2,897 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $1,381,792 | 2,900 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $51,663 | 103 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $363,238 | 780 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $48,757 | 103 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $51,730 | 109 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $22,730 | 54 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $21,223 | 54 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $29,292 | 75 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $23,712 | 75 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $26,079 | 75 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $21,115 | 69 | Shares | Sole | 2023-05-17 | |
| No filing history on record for this holder in this stock. | ||||||