Position in MCO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$908,557
+$59,179 QoQ
Shares Held
2,006
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#733
of 1,401 holders
Holding Since
Jun 2021
8 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, 2026Belpointe Asset Management LLC holds $4,828,342 across 6 Financial Data & Stock Exchanges names. MCO ranks #3 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
4,059 | $1,563,878 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
8,152 | $1,003,592 | |
| 3 | MCO |
Moodys Corp /De/
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|
2,006 | $908,557 | |
| 4 | CME |
Cme Group Inc.
|
3,361 | $742,209 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
1,584 | $384,389 | |
| 6 | COIN |
Coinbase Global, Inc.
|
1,544 | $225,717 |
All Filings in MCO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $908,557 | 2,006 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $849,378 | 1,947 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,470,226 | 2,878 | Shares | Other | 2026-01-27 | |
| 2025-03-31 | $714,368 | 1,534 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $287,808 | 608 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $86,603 | 283 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $52,380 | 188 | Shares | Sole | 2023-02-08 | |
| 2021-06-30 | $165,965 | 458 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||