Position in MCO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,718,425
+$111,395 QoQ
Shares Held
6,002
+0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#524
of 1,401 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Summit Trail Advisors, LLC holds $27,884,654 across 11 Financial Data & Stock Exchanges names. MCO ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
46,686 | $6,825,026 | |
| 2 | SPGI |
S&P Global Inc.
|
10,259 | $3,952,865 | |
| 3 | MCO |
Moodys Corp /De/
This page
|
6,002 | $2,718,425 | |
| 4 | CME |
Cme Group Inc.
|
11,609 | $2,563,615 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
17,912 | $2,205,146 | |
| 6 | FDS |
Factset Research Systems Inc
|
9,403 | $2,163,442 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
22,046 | $1,737,665 | |
| 8 | MSCI |
MSCI Inc.
|
2,935 | $1,643,717 |
All Filings in MCO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,718,425 | 6,002 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,607,030 | 5,976 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,367,278 | 4,634 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,186,566 | 4,589 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,741,018 | 3,471 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $775,480 | 1,634 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $633,078 | 1,504 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $474,387 | 1,207 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $423,367 | 1,084 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $350,632 | 1,109 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $377,971 | 1,087 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||