Position in MCO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,623
-$739 QoQ
Shares Held
8
-20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,350
of 1,408 holders
Holding Since
Mar 2022
6 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, 2026Strategic Wealth Partners, Ltd. holds $522,435 across 9 Financial Data & Stock Exchanges names. MCO ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
1,868 | $273,082 | |
| 2 | SPGI |
S&P Global Inc.
|
412 | $158,831 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
133 | $32,275 | |
| 4 | CME |
Cme Group Inc.
|
130 | $28,707 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
99 | $12,187 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
102 | $8,039 | |
| 7 | MCO |
Moodys Corp /De/
This page
|
8 | $3,623 | |
| 8 | FDS |
Factset Research Systems Inc
|
15 | $3,451 |
All Filings in MCO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,623 | 8 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,362 | 10 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,086 | 8 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $3,811 | 8 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,012 | 8 | Shares | Sole | 2025-08-11 | |
| 2022-03-31 | $252,720 | 749 | Shares | Sole | 2022-05-19 | |
| No filing history on record for this holder in this stock. | ||||||