Position in MCO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$535,804
+$46,332 QoQ
Shares Held
1,183
+5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#855
of 1,401 holders
Holding Since
Dec 2021
15 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, 2026Legacy Financial Advisors, Inc. holds $4,476,970 across 8 Financial Data & Stock Exchanges names. MCO ranks #5 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
9,085 | $1,118,454 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
8,745 | $689,280 | |
| 3 | SPGI |
S&P Global Inc.
|
1,617 | $623,107 | |
| 4 | CME |
Cme Group Inc.
|
2,740 | $605,074 | |
| 5 | MCO |
Moodys Corp /De/
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|
1,183 | $535,804 | |
| 6 | FDS |
Factset Research Systems Inc
|
1,699 | $390,905 | |
| 7 | MSCI |
MSCI Inc.
|
541 | $302,981 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
871 | $211,365 |
All Filings in MCO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535,804 | 1,183 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $489,472 | 1,122 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $482,242 | 944 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $464,568 | 975 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $490,053 | 977 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $466,621 | 1,002 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $408,044 | 862 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $402,926 | 849 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $348,950 | 829 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $330,145 | 840 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $328,070 | 840 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $252,303 | 798 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $263,571 | 758 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $228,596 | 747 | Shares | Sole | 2023-05-03 | |
| 2021-12-31 | $226,536 | 580 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||