Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$867,341
+$593,376 QoQ
Shares Held
1,915
+204.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#741
of 1,401 holders
Holding Since
Mar 2020
26 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, 2026Larson Financial Group LLC holds $4,274,936 across 11 Financial Data & Stock Exchanges names. MCO ranks #1 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
1,915 | $867,341 | |
| 2 | SPGI |
S&P Global Inc.
|
1,664 | $641,027 | |
| 3 | MSCI |
MSCI Inc.
|
875 | $490,035 | |
| 4 | CME |
Cme Group Inc.
|
2,182 | $481,851 | |
| 5 | MORN |
Morningstar, Inc.
|
3,050 | $475,861 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
2,373 | $292,140 | |
| 7 | COIN |
Coinbase Global, Inc.
|
1,922 | $280,977 | |
| 8 | FDS |
Factset Research Systems Inc
|
928 | $213,514 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $867,341 | 1,915 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $273,965 | 628 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $275,348 | 539 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $264,446 | 555 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $198,128 | 395 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $103,848 | 223 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $57,277 | 121 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $31,797 | 67 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,576 | 18 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,502 | 14 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $13,279 | 34 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $10,433 | 33 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $11,822 | 34 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $10,404 | 34 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $8,358 | 30 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $7,293 | 30 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,159 | 30 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,374 | 10 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $3,905 | 10 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $3,551 | 10 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $3,623 | 10 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,986 | 10 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,902 | 10 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $6,376 | 22 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $2,747 | 10 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $2,115 | 10 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||