Position in MCO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$254,088
+$24,185 QoQ
Shares Held
561
+6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,076
of 1,401 holders
Holding Since
Jun 2025
5 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, 2026Klingman & Associates, LLC holds $564,012 across 2 Financial Data & Stock Exchanges names. MCO ranks #2 (45.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
804 | $309,924 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
561 | $254,088 |
All Filings in MCO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,088 | 561 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $229,903 | 527 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $249,294 | 488 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $224,422 | 471 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $227,220 | 453 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||