Position in MCO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$457,902
+$12,491 QoQ
Shares Held
1,011
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#904
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, 2026RFG Advisory, LLC holds $1,967,275 across 2 Financial Data & Stock Exchanges names. MCO ranks #2 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
6,835 | $1,509,373 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
1,011 | $457,902 |
All Filings in MCO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,902 | 1,011 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $445,411 | 1,021 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $521,577 | 1,021 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $461,709 | 969 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $494,567 | 986 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $444,268 | 954 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $432,186 | 913 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $483,607 | 1,019 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $434,820 | 1,033 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $445,302 | 1,133 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $421,414 | 1,079 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $327,868 | 1,037 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $361,281 | 1,039 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $318,260 | 1,040 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $261,624 | 939 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $232,413 | 956 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $270,610 | 995 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $322,563 | 956 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $345,272 | 884 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $304,329 | 857 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $296,056 | 817 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $290,846 | 974 | Shares | Sole | 2021-04-19 | |
| No filing history on record for this holder in this stock. | ||||||