Position in MCO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$45,744
-$2,679 QoQ
Shares Held
101
-9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,225
of 1,401 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026MV CAPITAL MANAGEMENT, INC. holds $4,772,885 across 11 Financial Data & Stock Exchanges names. MCO ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
10,496 | $2,317,831 | |
| 2 | MSCI |
MSCI Inc.
|
3,977 | $2,227,279 | |
| 3 | SPGI |
S&P Global Inc.
|
198 | $76,157 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
416 | $51,213 | |
| 5 | MCO |
Moodys Corp /De/
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|
101 | $45,744 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
286 | $22,542 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
63 | $15,288 | |
| 8 | FDS |
Factset Research Systems Inc
|
47 | $10,813 |
All Filings in MCO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,744 | 101 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $48,423 | 111 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $51,595 | 101 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $47,648 | 100 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $50,159 | 100 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $46,103 | 99 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $47,337 | 100 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $47,933 | 101 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $42,513 | 101 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $38,909 | 99 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $37,493 | 96 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $28,139 | 89 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $29,903 | 86 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $24,787 | 81 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $16,717 | 60 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $22,609 | 93 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $14,958 | 55 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $29,017 | 86 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $21,872 | 56 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $16,335 | 46 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $10,871 | 30 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,791 | 6 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||