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Legacy Advisors, LLC

Position in MCO — Moodys Corp /De/

CIK 1720969 PLYMOUTH MEETING, PA

Position in MCO

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$307,079
+$52,746 QoQ
Shares Held
678
+16.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,018
of 1,401 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MCO Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

Legacy Advisors, LLC holds $965,545 across 4 Financial Data & Stock Exchanges names. MCO ranks #1 (31.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MCO
Moodys Corp /De/
This page
678 $307,079

All Filings in MCO

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $307,079 678
2026-03-31 $254,333 583
2025-12-31 $404,082 791
2025-09-30 $347,830 730
2025-03-31 $2,379,675 5,110
2024-12-31 $2,413,713 5,099
2024-09-30 $875,618 1,845
2024-06-30 $760,199 1,806
2024-03-31 $881,959 2,244
2023-12-31 $1,177,538 3,015
2023-09-30 $1,299,142 4,109
2023-06-30 $1,381,143 3,972
2023-03-31 $1,034,347 3,380
2022-12-31 $815,799 2,928
2022-09-30 $582,734 2,397
2022-06-30 $508,311 1,869
2022-03-31 $391,733 1,161