Position in MCO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,903,311
-$308,567 QoQ
Shares Held
10,826
-9.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#423
of 1,401 holders
Holding Since
Jun 2024
9 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, 2026Connecticut Wealth Management, LLC holds $5,217,493 across 2 Financial Data & Stock Exchanges names. MCO ranks #1 (94.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
10,826 | $4,903,311 | |
| 2 | MSCI |
MSCI Inc.
|
561 | $314,182 |
All Filings in MCO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,903,311 | 10,826 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,211,878 | 11,947 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $8,587,388 | 16,810 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,767,921 | 14,204 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,124,584 | 14,204 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,618,851 | 14,213 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,728,007 | 14,213 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $6,741,076 | 14,204 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $13,073,664 | 31,059 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||