Position in MCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$358,258
-$1,097,944 QoQ
Shares Held
791
-76.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#966
of 1,401 holders
Holding Since
Jun 2020
25 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, 2026CreativeOne Wealth, LLC holds $6,907,548 across 7 Financial Data & Stock Exchanges names. MCO ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
10,804 | $2,621,805 | |
| 2 | CME |
Cme Group Inc.
|
8,229 | $1,817,209 | |
| 3 | MSCI |
MSCI Inc.
|
1,867 | $1,045,593 | |
| 4 | SPGI |
S&P Global Inc.
|
1,545 | $595,413 | |
| 5 | MCO |
Moodys Corp /De/
This page
|
791 | $358,258 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
2,988 | $235,513 | |
| 7 | COIN |
Coinbase Global, Inc.
|
1,599 | $233,757 |
All Filings in MCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,258 | 791 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,456,202 | 3,338 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,694,488 | 3,317 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,642,902 | 3,448 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,747,207 | 5,477 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,797,399 | 6,007 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $3,114,301 | 6,579 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,214,397 | 6,773 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $2,589,981 | 6,153 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,507,138 | 6,379 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,209,396 | 5,657 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $1,713,325 | 5,419 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $1,474 | 5,237 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $1,760,838 | 5,754 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,613,209 | 5,790 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $1,396,666 | 5,745 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $1,467,549 | 5,396 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,552,423 | 4,601 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $1,652,934 | 4,232 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,300,412 | 3,662 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,234,956 | 3,408 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $948,086 | 3,175 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $731,984 | 2,522 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $615,350 | 2,123 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $509,348 | 1,854 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||