Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$723,313
+$2,192 QoQ
Shares Held
1,597
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#779
of 1,401 holders
Holding Since
Jun 2025
5 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, 2026World Investment Advisors holds $22,036,069 across 8 Financial Data & Stock Exchanges names. MCO ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
38,168 | $8,428,639 | |
| 2 | SPGI |
S&P Global Inc.
|
18,078 | $6,965,367 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
30,035 | $3,697,608 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
11,727 | $924,322 | |
| 5 | MCO |
Moodys Corp /De/
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|
1,597 | $723,313 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
1,958 | $475,147 | |
| 7 | COIN |
Coinbase Global, Inc.
|
2,870 | $419,565 | |
| 8 | MSCI |
MSCI Inc.
|
718 | $402,108 |
All Filings in MCO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $723,313 | 1,597 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $721,121 | 1,653 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $886,324 | 1,735 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $266,352 | 559 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $200,635 | 400 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||