Position in MCO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$31,251
+$2,895 QoQ
Shares Held
69
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,244
of 1,401 holders
Holding Since
Mar 2023
14 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, 2026Bogart Wealth, LLC holds $30,792,849 across 9 Financial Data & Stock Exchanges names. MCO ranks #4 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
74,416 | $16,433,285 | |
| 2 | SPGI |
S&P Global Inc.
|
38,781 | $14,136,583 | |
| 3 | COIN |
Coinbase Global, Inc.
|
636 | $92,976 | |
| 4 | MCO |
Moodys Corp /De/
This page
|
69 | $31,251 | |
| 5 | MSCI |
MSCI Inc.
|
48 | $26,881 | |
| 6 | FDS |
Factset Research Systems Inc
|
107 | $24,618 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
258 | $20,335 | |
| 8 | ICE |
Intercontinental Exchange, Inc.
|
128 | $15,758 |
All Filings in MCO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,251 | 69 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $28,356 | 65 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $31,672 | 62 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $28,112 | 59 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $28,089 | 56 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $25,612 | 55 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $27,455 | 58 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $25,627 | 54 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $22,730 | 54 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $21,223 | 54 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $21,090 | 54 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,794 | 12 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $4,172 | 12 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,672 | 12 | Shares | Sole | 2023-04-21 | |
| No filing history on record for this holder in this stock. | ||||||