Jackson, Grant Investment Advisers, Inc.
Position in MCO — Moodys Corp /De/
CIK 1650300
STAMFORD, CT
Position in MCO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,887
+$216 QoQ
Shares Held
13
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,318
of 1,401 holders
Holding Since
Dec 2020
23 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, 2026Jackson, Grant Investment Advisers, Inc. holds $91,166 across 4 Financial Data & Stock Exchanges names. MCO ranks #3 (6.5% of the industry book) .
All Filings in MCO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,887 | 13 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $5,671 | 13 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,641 | 13 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $6,194 | 13 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,520 | 13 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,053 | 13 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,153 | 13 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,169 | 13 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $5,472 | 13 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $5,109 | 13 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,077 | 13 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,110 | 13 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,520 | 13 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $55,695 | 182 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $47,086 | 169 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $41,085 | 169 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $45,962 | 169 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $57,022 | 169 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $66,008 | 169 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $60,013 | 169 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $61,240 | 169 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $50,465 | 169 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $49,050 | 169 | Shares | Sole | 2021-03-03 | |
| No filing history on record for this holder in this stock. | ||||||