Verdence Capital Advisors LLC

Position in MCO — Moodys Corp /De/

CIK 1719305 HUNT VALLEY, MD

Position in MCO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,004,576

+$129,023 QoQ

Shares Held

2,218

+10.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#713

of 1,401 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 33% Shared 0% None 67%

Financial Services · as of Jun 30, 2026

Verdence Capital Advisors LLC holds $4,431,116 across 5 Financial Data & Stock Exchanges names. MCO ranks #2 (22.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	7,790	$1,720,265
2	MCO	Moodys Corp /De/ This page	2,218	$1,004,576
3	MSCI	MSCI Inc.	1,774	$993,510
4	SPGI	S&P Global Inc.	1,192	$459,389
5	MORN	Morningstar, Inc.	1,624	$253,376

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,004,576	2,218	+10.5%	Shares	Sole	2026-07-29
2026-03-31	$875,553	2,007	+5.9%	Shares	Sole	2026-04-30
2025-12-31	$968,060	1,895	+1.1%	Shares	Sole	2026-01-29
2025-09-30	$892,923	1,874	+1.8%	Shares	Sole	2025-10-29
2025-06-30	$923,427	1,841	+5.6%	Shares	Sole	2025-07-25
2025-03-31	$812,163	1,744	-2.0%	Shares	Sole	2025-05-02
2024-12-31	$842,125	1,779	-10.8%	Shares	Sole	2025-02-06
2024-09-30	$946,332	1,994	-2.8%	Shares	Sole	2024-11-01
2024-06-30	$863,748	2,052	-1.6%	Shares	Sole	2024-07-25
2024-03-31	$819,467	2,085	-1.0%	Shares	Sole	2024-04-25
2023-12-31	$822,519	2,106	-12.0%	Shares	Sole	2024-02-01
2023-09-30	$756,910	2,394	+7.0%	Shares	Sole	2023-10-25
2023-06-30	$778,197	2,238	-13.3%	Shares	Sole	2023-07-31
2023-03-31	$790,143	2,582	+108.2%	Shares	Sole	2023-04-24
2022-12-31	$345,488	1,240	-46.8%	Shares	Sole	2023-01-23
2022-09-30	$566,203	2,329	+3.1%	Shares	Sole	2022-11-15
2022-06-30	$614,108	2,258	+42.0%	Shares	Sole	2022-08-08
2022-03-31	$536,481	1,590	+1.8%	Shares	Sole	2022-05-02
2021-12-31	$610,085	1,562	+4.5%	Shares	Sole	2022-01-26
2021-09-30	$530,889	1,495	+2.0%	Shares	Sole	2021-11-12
2021-06-30	$531,234	1,466	+114.6%	Shares	Sole	2021-08-06
2021-03-31	$203,950	683	-6.8%	Shares	Sole	2021-05-11
2020-12-31	$212,745	733	0.0%	Shares	Sole	2021-02-12
2020-09-30	$212,460	733	0.0%	Shares	Sole	2020-11-09
2020-06-30	$201,377	733	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.