Position in MCO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$248,200
+$17,296 QoQ
Shares Held
548
+21.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,084
of 1,401 holders
Holding Since
Jun 2025
4 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, 2026Facet Wealth, Inc. holds $554,126 across 2 Financial Data & Stock Exchanges names. MCO ranks #2 (44.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
839 | $305,926 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
548 | $248,200 |
All Filings in MCO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,200 | 548 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $230,904 | 452 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $208,698 | 438 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $219,696 | 438 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||