BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in MCO — Moodys Corp /De/

CIK 1654599 MORRISTOWN, NJ

Back to MCO Full portfolio

Position in MCO

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$5,663,764

+$71,476 QoQ

Shares Held

12,505

-2.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#386

of 1,401 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Common Shares in MCO Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $12,176,807 across 6 Financial Data & Stock Exchanges names. MCO ranks #2 (46.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	28,092	$6,203,556
2	MCO	Moodys Corp /De/ This page	12,505	$5,663,764
3	FDS	Factset Research Systems Inc	864	$198,789
4	MSCI	MSCI Inc.	150	$84,006
5	SPGI	S&P Global Inc.	59	$21,576
6	COIN	Coinbase Global, Inc.	35	$5,116

All Filings in MCO

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,663,764	12,505	-2.4%	Shares	Sole	2026-07-08
2026-03-31	$5,592,288	12,819	-6.6%	Shares	Sole	2026-04-14
2025-12-31	$7,009,372	13,721	-7.0%	Shares	Sole	2026-01-16
2025-09-30	$7,027,127	14,748	+279.8%	Shares	Sole	2025-10-16
2025-06-30	$1,947,673	3,883	-25.5%	Shares	Sole	2025-07-15
2025-03-31	$2,426,710	5,211	+9.3%	Shares	Sole	2025-05-06
2024-12-31	$2,257,028	4,768	+12.3%	Shares	Sole	2025-01-17
2024-09-30	$2,014,159	4,244	-2.0%	Shares	Sole	2024-11-14
2024-06-30	$1,822,205	4,329	-7.9%	Shares	Sole	2024-08-14
2024-03-31	$1,846,847	4,699	-6.7%	Shares	Sole	2024-05-09
2023-12-31	$1,966,079	5,034	-1.2%	Shares	Sole	2024-02-12
2023-09-30	$1,610,569	5,094	-10.9%	Shares	Sole	2023-10-31
2023-06-30	$1,986,872	5,714	+6.5%	Shares	Sole	2023-07-21
2023-03-31	$1,641,491	5,364	-11.3%	Shares	Sole	2023-05-04
2022-12-31	$1,684,815	6,047	+28.1%	Shares	Sole	2023-01-13
2022-09-30	$1,147,965	4,722	+0.2%	Shares	Sole	2022-10-20
2022-06-30	$1,281,250	4,711	+4.0%	Shares	Sole	2022-07-21
2022-03-31	$1,528,467	4,530	+12.5%	Shares	Sole	2022-05-12
2021-12-31	$1,572,475	4,026	+23.1%	Shares	Sole	2022-02-04
2021-09-30	$1,161,209	3,270	0.0%	Shares	Sole	2021-11-09
2021-06-30	$1,184,949	3,270	-4.7%	Shares	Sole	2021-08-02
2021-03-31	$1,024,232	3,430	-0.2%	Shares	Sole	2021-05-21
2020-12-31	$997,554	3,437	+12.5%	Shares	Sole	2021-02-08
2020-09-30	$885,491	3,055	+6.1%	Shares	Sole	2020-10-29
2020-06-30	$791,222	2,880	—	Shares	Sole	2020-07-28
No filing history on record for this holder in this stock.