Principle Wealth Partners LLC

Position in MCO — Moodys Corp /De/

CIK 1743413 MADISON, CT

Position in MCO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$244,576

+$9,001 QoQ

Shares Held

540

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,090

of 1,401 holders

Holding Since

Jun 2020

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Principle Wealth Partners LLC holds $2,446,951 across 6 Financial Data & Stock Exchanges names. MCO ranks #5 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	2,558	$564,883
2	SPGI	S&P Global Inc.	1,444	$556,317
3	NDAQ	Nasdaq, Inc.	6,853	$540,153
4	CBOE	Cboe Global Markets, Inc.	1,400	$339,738
5	MCO	Moodys Corp /De/ This page	540	$244,576
6	ICE	Intercontinental Exchange, Inc.	1,635	$201,284

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$244,576	540	0.0%	Shares	Sole	2026-08-07
2026-03-31	$235,575	540	+0.9%	Shares	Sole	2026-05-07
2025-12-31	$273,304	535	+0.8%	Shares	Sole	2026-02-06
2025-09-30	$253,010	531	0.0%	Shares	Sole	2025-11-03
2025-06-30	$266,344	531	+0.2%	Shares	Sole	2025-07-30
2025-03-31	$246,815	530	+1.0%	Shares	Sole	2025-05-06
2024-12-31	$248,519	525	0.0%	Shares	Sole	2025-01-29
2024-09-30	$249,159	525	+31.2%	Shares	Sole	2024-11-13
2020-06-30	$109,892	400	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.