Independent Advisor Alliance

Position in MCO — Moodys Corp /De/

CIK 1696899 CHARLOTTE, NC

Position in MCO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,225,600

+$108,801 QoQ

Shares Held

2,706

+5.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#678

of 1,401 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Independent Advisor Alliance holds $10,059,448 across 9 Financial Data & Stock Exchanges names. MCO ranks #3 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	10,454	$4,027,801
2	ICE	Intercontinental Exchange, Inc.	15,528	$1,911,651
3	MCO	Moodys Corp /De/ This page	2,706	$1,225,600
4	CME	Cme Group Inc.	3,360	$741,988
5	COIN	Coinbase Global, Inc.	4,615	$674,666
6	FDS	Factset Research Systems Inc	2,331	$536,316
7	CBOE	Cboe Global Markets, Inc.	1,663	$403,559
8	NDAQ	Nasdaq, Inc.	3,449	$271,849

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,225,600	2,706	+5.7%	Shares	Sole	2026-08-12
2026-03-31	$1,116,799	2,560	-2.9%	Shares	Sole	2026-05-12
2025-12-31	$1,346,600	2,636	-5.7%	Shares	Sole	2026-02-04
2025-09-30	$1,331,761	2,795	-7.5%	Shares	Sole	2025-11-04
2025-06-30	$1,515,303	3,021	-0.9%	Shares	Sole	2025-08-11
2025-03-31	$1,419,887	3,049	-11.8%	Shares	Sole	2025-05-12
2024-12-31	$1,635,492	3,455	+15.2%	Shares	Sole	2025-02-07
2024-09-30	$1,423,769	3,000	+18.8%	Shares	Sole	2024-11-13
2024-06-30	$1,062,847	2,525	+2.0%	Shares	Sole	2024-08-12
2024-03-31	$972,748	2,475	+23.7%	Shares	Sole	2024-05-08
2023-12-31	$781,510	2,001	-16.5%	Shares	Sole	2024-02-08
2023-09-30	$757,858	2,397	+0.5%	Shares	Sole	2023-10-24
2023-06-30	$829,659	2,386	+1.6%	Shares	Sole	2023-07-28
2023-03-31	$718,840	2,349	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.