Position in MCO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$20,221,519
+$465,066 QoQ
Shares Held
44,647
-1.4% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
2.33%
of 13F equity value
Holder Rank
#220
of 1,401 holders
Holding Since
Mar 2020
24 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, 2026Fiduciary Group, LLC holds $20,608,415 across 2 Financial Data & Stock Exchanges names. MCO ranks #1 (98.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
44,647 | $20,221,519 | |
| 2 | SPGI |
S&P Global Inc.
|
1,004 | $386,896 |
All Filings in MCO
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,221,519 | 44,647 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $19,756,453 | 45,287 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $23,114,940 | 45,248 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $21,894,732 | 45,951 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $23,299,858 | 46,452 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $21,688,114 | 46,572 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $22,113,952 | 46,716 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $22,345,595 | 47,084 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $20,022,377 | 47,567 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $18,918,106 | 48,134 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $19,201,101 | 49,163 | Shares | Sole | 2024-02-05 | |
| 2023-06-30 | $17,599,847 | 50,615 | Shares | Sole | 2023-07-27 | |
| 2022-12-31 | $14,564,860 | 52,275 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $13,230,532 | 54,422 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,792,720 | 54,391 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $18,892,260 | 55,992 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $22,829,401 | 58,450 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $20,844,957 | 58,700 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $21,579,133 | 59,550 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $17,757,142 | 59,466 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $17,426,009 | 60,040 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $17,327,522 | 59,781 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $16,524,734 | 60,149 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $13,010,845 | 61,517 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||