Position in MCO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$204,719
-$9,916 QoQ
Shares Held
452
-8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,148
of 1,401 holders
Holding Since
Dec 2024
7 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, 2026Florida Trust Wealth Management Co holds $13,709,232 across 6 Financial Data & Stock Exchanges names. MCO ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
16,339 | $3,608,140 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
|
14,653 | $3,555,842 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
28,092 | $3,458,406 | |
| 4 | SPGI |
S&P Global Inc.
|
5,793 | $2,111,818 | |
| 5 | FDS |
Factset Research Systems Inc
|
3,348 | $770,307 | |
| 6 | MCO |
Moodys Corp /De/
This page
|
452 | $204,719 |
All Filings in MCO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,719 | 452 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $214,635 | 492 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $251,338 | 492 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $229,186 | 481 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $241,263 | 481 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $223,996 | 481 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $230,057 | 486 | Shares | Defined | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||