Pinnacle Wealth Planning Services, Inc.
Position in MCO — Moodys Corp /De/
CIK 1726752
MANSFIELD, OH
Position in MCO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$476,018
+$15,775 QoQ
Shares Held
1,051
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#885
of 1,401 holders
Holding Since
Sep 2020
23 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, 2026Pinnacle Wealth Planning Services, Inc. holds $2,574,427 across 11 Financial Data & Stock Exchanges names. MCO ranks #3 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
2,001 | $770,943 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
3,943 | $485,422 | |
| 3 | MCO |
Moodys Corp /De/
This page
|
1,051 | $476,018 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
869 | $210,880 | |
| 5 | CME |
Cme Group Inc.
|
928 | $204,930 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
2,432 | $191,690 | |
| 7 | MSCI |
MSCI Inc.
|
325 | $182,013 | |
| 8 | COIN |
Coinbase Global, Inc.
|
151 | $22,074 |
All Filings in MCO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,018 | 1,051 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $460,243 | 1,055 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $349,421 | 684 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $320,671 | 673 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $335,563 | 669 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $354,855 | 762 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $329,938 | 697 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $329,365 | 694 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $295,492 | 702 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $277,872 | 707 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $273,392 | 700 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $220,686 | 698 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $245,142 | 705 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $209,929 | 686 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $268,393 | 1,104 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $297,807 | 1,095 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $445,718 | 1,321 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $308,948 | 791 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $255,679 | 720 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $246,411 | 680 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $202,755 | 679 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $178,207 | 614 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $206,952 | 714 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||