Position in MCO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,853,848
+$44,398 QoQ
Shares Held
6,301
-2.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#516
of 1,401 holders
Holding Since
Dec 2020
23 quarters on record
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $25,503,117 across 8 Financial Data & Stock Exchanges names. MCO ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
75,573 | $9,303,792 | |
| 2 | SPGI |
S&P Global Inc.
|
21,369 | $8,233,575 | |
| 3 | COIN |
Coinbase Global, Inc.
|
21,180 | $3,096,304 | |
| 4 | MCO |
Moodys Corp /De/
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|
6,301 | $2,853,848 | |
| 5 | CME |
Cme Group Inc.
|
5,351 | $1,181,661 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
6,567 | $517,610 | |
| 7 | MSCI |
MSCI Inc.
|
390 | $218,415 | |
| 8 | DTCX |
Datacentrex, Inc.
|
55,007 | $97,912 |
All Filings in MCO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,853,848 | 6,301 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,809,450 | 6,440 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,278,635 | 6,418 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,206,233 | 6,729 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,411,313 | 6,801 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,166,692 | 6,800 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,313,590 | 7,000 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,295,078 | 6,943 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,013,016 | 7,158 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,775,970 | 7,063 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,776,100 | 7,108 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,185,683 | 6,913 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,396,486 | 6,892 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,109,395 | 6,893 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,471,080 | 8,869 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,319,269 | 9,540 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,558,421 | 9,407 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,328,803 | 6,902 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $379,253 | 971 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $302,553 | 852 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $316,349 | 873 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $260,089 | 871 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $217,389 | 749 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||