Position in MCO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$17,210
-$1,548 QoQ
Shares Held
38
-11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,277
of 1,401 holders
Holding Since
Dec 2025
3 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, 2026Triumph Capital Management holds $419,025 across 9 Financial Data & Stock Exchanges names. MCO ranks #2 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
2,425 | $354,510 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
38 | $17,210 | |
| 3 | SPGI |
S&P Global Inc.
|
32 | $11,558 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
39 | $9,464 | |
| 5 | CME |
Cme Group Inc.
|
39 | $8,612 | |
| 6 | MSCI |
MSCI Inc.
|
15 | $8,400 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
89 | $7,014 | |
| 8 | FDS |
Factset Research Systems Inc
|
5 | $1,150 |
All Filings in MCO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,210 | 38 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $18,758 | 43 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $16,347 | 32 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||