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Stamos Capital Partners, L.P.

Position in MCO — Moodys Corp /De/

CIK 1705399 Menlo Park, CA

Position in MCO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,492,371
+$95,935 QoQ
Shares Held
3,295
+2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#644
of 1,401 holders
Holding Since
Jun 2024
9 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, 2026

Stamos Capital Partners, L.P. holds $10,899,746 across 4 Financial Data & Stock Exchanges names. MCO ranks #4 (13.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 MCO
Moodys Corp /De/
This page
3,295 $1,492,371

All Filings in MCO

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,492,371 3,295
2026-03-31 $1,396,436 3,201
2025-12-31 $969,082 1,897
2025-09-30 $622,759 1,307
2025-06-30 $840,163 1,675
2025-03-31 $602,137 1,293
2024-12-31 $757,392 1,600
2024-09-30 $246,786 520
2024-06-30 $538,790 1,280