Position in MCO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,131,847
+$120,620 QoQ
Shares Held
2,499
+7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#693
of 1,401 holders
Holding Since
Dec 2023
11 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, 2026Smart Money Group LLC holds $2,144,295 across 2 Financial Data & Stock Exchanges names. MCO ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
2,499 | $1,131,847 | |
| 2 | SPGI |
S&P Global Inc.
|
2,628 | $1,012,448 |
All Filings in MCO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,131,847 | 2,499 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,011,227 | 2,318 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,193,345 | 2,336 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,108,292 | 2,326 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,129,580 | 2,252 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $934,174 | 2,006 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $722,835 | 1,527 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $704,766 | 1,485 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $582,146 | 1,383 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $478,710 | 1,218 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $299,559 | 767 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||