Position in MCO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$937,544
+$424,078 QoQ
Shares Held
2,070
+75.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#726
of 1,401 holders
Holding Since
Sep 2021
18 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, 2026OneDigital Investment Advisors LLC holds $6,663,221 across 8 Financial Data & Stock Exchanges names. MCO ranks #4 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
4,708 | $1,813,935 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
8,245 | $1,015,041 | |
| 3 | FDS |
Factset Research Systems Inc
|
4,138 | $952,071 | |
| 4 | MCO |
Moodys Corp /De/
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|
2,070 | $937,544 | |
| 5 | CME |
Cme Group Inc.
|
3,056 | $674,856 | |
| 6 | MSCI |
MSCI Inc.
|
921 | $515,796 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
5,810 | $457,944 | |
| 8 | COIN |
Coinbase Global, Inc.
|
2,025 | $296,034 |
All Filings in MCO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $937,544 | 2,070 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $513,466 | 1,177 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $760,144 | 1,488 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $840,510 | 1,764 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $668,117 | 1,332 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $640,789 | 1,376 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,137,034 | 2,402 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,036,387 | 8,505 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,683,558 | 8,751 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,128,650 | 5,416 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,178,934 | 5,579 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,767,074 | 5,589 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,636,718 | 4,707 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $238,389 | 779 | Shares | Sole | 2023-05-10 | |
| 2022-06-30 | $441,679 | 1,624 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $443,356 | 1,314 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $406,984 | 1,042 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $304,684 | 858 | Shares | Sole | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||