Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$525,840
+$32,878 QoQ
Shares Held
1,161
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#860
of 1,401 holders
Holding Since
Dec 2022
11 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, 2026Mutual Advisors, LLC holds $6,196,064 across 7 Financial Data & Stock Exchanges names. MCO ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
12,031 | $1,758,811 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
|
5,827 | $1,414,038 | |
| 3 | CME |
Cme Group Inc.
|
4,541 | $1,002,789 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
5,341 | $657,530 | |
| 5 | MCO |
Moodys Corp /De/
This page
|
1,161 | $525,840 | |
| 6 | SPGI |
S&P Global Inc.
|
1,098 | $423,143 | |
| 7 | FDS |
Factset Research Systems Inc
|
1,799 | $413,913 |
All Filings in MCO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $525,840 | 1,161 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $492,962 | 1,130 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $735,624 | 1,440 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $707,096 | 1,484 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $692,194 | 1,380 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $360,909 | 775 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $403,784 | 853 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $410,045 | 864 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $343,899 | 817 | Shares | Sole | 2024-07-30 | |
| 2023-03-31 | $253,690 | 829 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $241,842 | 868 | Shares | Sole | 2023-01-12 | |
| No filing history on record for this holder in this stock. | ||||||