Position in MCO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$3,125,148
+$284,288 QoQ
Shares Held
6,900
+6.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#498
of 1,401 holders
Holding Since
Mar 2023
13 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, 2026CWA Asset Management Group, LLC holds $8,798,199 across 9 Financial Data & Stock Exchanges names. MCO ranks #1 (35.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
6,900 | $3,125,148 | |
| 2 | CME |
Cme Group Inc.
|
7,936 | $1,752,506 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
6,762 | $1,640,934 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
5,867 | $722,286 | |
| 5 | SPGI |
S&P Global Inc.
|
1,500 | $546,737 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
3,723 | $293,446 | |
| 7 | FDS |
Factset Research Systems Inc
|
1,140 | $262,291 | |
| 8 | COIN |
Coinbase Global, Inc.
|
1,602 | $234,196 |
All Filings in MCO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,125,148 | 6,900 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,840,860 | 6,512 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,598,449 | 3,129 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,437,540 | 3,017 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,471,665 | 2,934 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,420,820 | 3,051 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,465,080 | 3,095 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $1,433,736 | 3,021 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $1,045,066 | 2,659 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $858,841 | 2,199 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $706,956 | 2,236 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $584,517 | 1,681 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $381,912 | 1,248 | Shares | Sole | 2023-04-17 | |
| No filing history on record for this holder in this stock. | ||||||