Position in MCO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$887,270
+$447,967 QoQ
Shares Held
1,959
+94.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#737
of 1,401 holders
Holding Since
Jun 2020
18 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, 2026MISSION WEALTH MANAGEMENT, LP holds $9,954,629 across 7 Financial Data & Stock Exchanges names. MCO ranks #6 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
21,846 | $2,689,461 | |
| 2 | SPGI |
S&P Global Inc.
|
6,600 | $2,405,800 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
15,075 | $1,188,211 | |
| 4 | FDS |
Factset Research Systems Inc
|
4,211 | $968,866 | |
| 5 | MSCI |
MSCI Inc.
|
1,666 | $933,026 | |
| 6 | MCO |
Moodys Corp /De/
This page
|
1,959 | $887,270 | |
| 7 | CME |
Cme Group Inc.
|
3,994 | $881,995 |
All Filings in MCO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $887,270 | 1,959 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $439,303 | 1,007 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $501,654 | 982 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $466,473 | 979 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $492,059 | 981 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $498,753 | 1,071 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $557,156 | 1,177 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $714,257 | 1,505 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $689,062 | 1,637 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $557,709 | 1,419 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $529,989 | 1,357 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $423,351 | 1,339 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $728,125 | 2,094 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $735,366 | 2,403 | Shares | Sole | 2023-04-07 | |
| 2021-03-31 | $550,338 | 1,843 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $534,331 | 1,841 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $533,613 | 1,841 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $504,679 | 1,837 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||