Position in MCO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,542,192
+$75,084 QoQ
Shares Held
3,405
+1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#637
of 1,401 holders
Holding Since
Jun 2020
16 quarters on record
Voting authority
Sole 3%
Shared 97%
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, 2026Venturi Wealth Management, LLC holds $4,912,713 across 7 Financial Data & Stock Exchanges names. MCO ranks #1 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
3,405 | $1,542,192 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
|
3,982 | $966,311 | |
| 3 | SPGI |
S&P Global Inc.
|
2,296 | $836,867 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
5,117 | $629,953 | |
| 5 | FDS |
Factset Research Systems Inc
|
2,077 | $477,875 | |
| 6 | MSCI |
MSCI Inc.
|
412 | $230,736 | |
| 7 | CME |
Cme Group Inc.
|
1,036 | $228,779 |
All Filings in MCO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,542,192 | 3,405 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,467,108 | 3,363 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $1,855,917 | 3,633 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,697,697 | 3,563 | Shares | Other | 2025-10-23 | |
| 2025-06-30 | $717,774 | 1,431 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $772,579 | 1,659 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $826,976 | 1,747 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,028,910 | 2,168 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $632,657 | 1,503 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $18,865 | 48 | Shares | Other | 2024-04-23 | |
| 2023-12-31 | $17,184 | 44 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $10,749 | 34 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $11,822 | 34 | Shares | Other | 2023-07-24 | |
| 2023-03-31 | $9,486 | 31 | Shares | Other | 2023-05-02 | |
| 2020-09-30 | $1,003,749 | 3,463 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $664,571 | 2,419 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||