Position in MCO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$430,726
+$70,820 QoQ
Shares Held
951
+15.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#924
of 1,401 holders
Holding Since
Mar 2020
26 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, 2026Valeo Financial Advisors, LLC holds $4,372,077 across 8 Financial Data & Stock Exchanges names. MCO ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
3,691 | $1,345,460 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
6,391 | $786,796 | |
| 3 | CME |
Cme Group Inc.
|
2,875 | $634,886 | |
| 4 | MCO |
Moodys Corp /De/
This page
|
951 | $430,726 | |
| 5 | COIN |
Coinbase Global, Inc.
|
2,769 | $404,800 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
3,826 | $301,565 | |
| 7 | MSCI |
MSCI Inc.
|
461 | $258,178 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
864 | $209,666 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,726 | 951 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $359,906 | 825 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,016,080 | 1,989 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $893,876 | 1,876 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $928,944 | 1,852 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $831,256 | 1,785 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $838,811 | 1,772 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $837,176 | 1,764 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $739,153 | 1,756 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $644,176 | 1,639 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $637,784 | 1,633 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $663,324 | 2,098 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $661,363 | 1,902 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $548,999 | 1,794 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $334,065 | 1,199 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $201,295 | 828 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $225,735 | 830 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $287,810 | 853 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $372,222 | 953 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $333,093 | 938 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $276,850 | 764 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $229,332 | 768 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $222,033 | 765 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $221,735 | 765 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $220,608 | 803 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $167,719 | 793 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||