PERSONAL CFO SOLUTIONS, LLC

Position in MCO — Moodys Corp /De/

CIK 1677501 CHESTER, NJ

Position in MCO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$664,886

+$914 QoQ

Shares Held

1,468

-3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#796

of 1,401 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Financial Services · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $2,502,855 across 5 Financial Data & Stock Exchanges names. MCO ranks #2 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSCI	MSCI Inc.	1,238	$693,329
2	MCO	Moodys Corp /De/ This page	1,468	$664,886
3	CME	Cme Group Inc.	1,809	$399,481
4	CBOE	Cboe Global Markets, Inc.	1,563	$379,293
5	MORN	Morningstar, Inc.	2,345	$365,866

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$664,886	1,468	-3.5%	Shares	Sole	2026-08-07
2026-03-31	$663,972	1,522	-4.9%	Shares	Sole	2026-04-30
2025-12-31	$817,360	1,600	-1.2%	Shares	Defined	2026-01-22
2025-09-30	$771,421	1,619	-2.0%	Shares	Defined	2025-11-10
2025-06-30	$828,626	1,652	0.0%	Shares	Defined	2025-08-12
2025-03-31	$769,319	1,652	+0.7%	Shares	Defined	2025-04-30
2024-12-31	$776,800	1,641	-8.8%	Shares	Defined	2025-02-07
2024-09-30	$853,787	1,799	0.0%	Shares	Defined	2024-11-14
2024-06-30	$757,253	1,799	-1.4%	Shares	Defined	2024-08-09
2024-03-31	$717,279	1,825	-2.2%	Shares	Defined	2024-05-13
2023-12-31	$728,784	1,866	-12.2%	Shares	Defined	2024-02-13
2023-09-30	$671,861	2,125	-2.4%	Shares	Defined	2023-11-13
2023-06-30	$757,334	2,178	+1.0%	Shares	Defined	2023-08-10
2023-03-31	$660,085	2,157	-1.8%	Shares	Defined	2023-05-09
2022-12-31	$611,849	2,196	+27.4%	Shares	Defined	2023-02-14
2022-09-30	$419,121	1,724	+7.1%	Shares	Defined	2022-11-01
2022-06-30	$437,871	1,610	-5.9%	Shares	Defined	2022-08-05
2022-03-31	$577,308	1,711	+11.6%	Shares	Defined	2022-05-02
2021-12-31	$598,759	1,533	—	Shares	Defined	2022-02-11
No filing history on record for this holder in this stock.