Position in MCO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$687,532
+$9,383 QoQ
Shares Held
1,518
+12.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#787
of 1,401 holders
Holding Since
Mar 2021
19 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, 2026Proficio Capital Partners LLC holds $2,927,042 across 7 Financial Data & Stock Exchanges names. MCO ranks #1 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
1,518 | $687,532 | |
| 2 | SPGI |
S&P Global Inc.
|
1,731 | $667,091 | |
| 3 | MSCI |
MSCI Inc.
|
669 | $374,666 | |
| 4 | FDS |
Factset Research Systems Inc
|
1,531 | $352,252 | |
| 5 | COIN |
Coinbase Global, Inc.
|
2,066 | $302,028 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
2,271 | $279,582 | |
| 7 | CME |
Cme Group Inc.
|
1,195 | $263,891 |
All Filings in MCO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $687,532 | 1,518 | Shares | Sole | 2026-08-17 | |
| 2025-06-30 | $678,149 | 1,352 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $607,259 | 1,304 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $613,014 | 1,295 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $315,602 | 665 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $511,009 | 1,214 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $464,561 | 1,182 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $448,362 | 1,148 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $362,963 | 1,148 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $392,923 | 1,130 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $359,879 | 1,176 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $337,130 | 1,210 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $306,561 | 1,261 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $338,874 | 1,246 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $412,652 | 1,223 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $431,981 | 1,106 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $389,555 | 1,097 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $425,060 | 1,173 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $349,373 | 1,170 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||