Position in MCO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,792,204
-$227,633 QoQ
Shares Held
3,957
-14.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#607
of 1,401 holders
Holding Since
Sep 2020
22 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, 2026Crewe Advisors LLC holds $2,095,484 across 7 Financial Data & Stock Exchanges names. MCO ranks #1 (85.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
3,957 | $1,792,204 | |
| 2 | SPGI |
S&P Global Inc.
|
576 | $209,987 | |
| 3 | CME |
Cme Group Inc.
|
260 | $57,415 | |
| 4 | COIN |
Coinbase Global, Inc.
|
131 | $19,150 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
49 | $6,032 | |
| 6 | MSCI |
MSCI Inc.
|
10 | $5,600 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
21 | $5,096 |
All Filings in MCO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,792,204 | 3,957 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,019,837 | 4,630 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,609,421 | 5,108 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,582,521 | 5,420 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,020,574 | 6,022 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,895,194 | 6,217 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,041,402 | 6,425 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,235,754 | 6,818 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,864,849 | 6,806 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,562,030 | 9,063 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $4,940,753 | 14,209 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $4,637,733 | 15,155 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,325,018 | 15,523 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,799,079 | 15,627 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,245,451 | 15,610 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,207,923 | 15,435 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $5,971,968 | 15,290 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $5,681 | 16 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $5,797 | 16 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $4,777 | 16 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $4,643 | 16 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $6,086 | 21 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||