Position in MCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$234,612
+$2,964 QoQ
Shares Held
518
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,102
of 1,401 holders
Holding Since
Jun 2022
17 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, 2026Delta Investment Management, LLC holds $1,574,024 across 6 Financial Data & Stock Exchanges names. MCO ranks #5 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
2,679 | $329,811 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
3,509 | $276,579 | |
| 3 | CME |
Cme Group Inc.
|
1,194 | $263,671 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
1,060 | $257,230 | |
| 5 | MCO |
Moodys Corp /De/
This page
|
518 | $234,612 | |
| 6 | COIN |
Coinbase Global, Inc.
|
1,451 | $212,121 |
All Filings in MCO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,612 | 518 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $231,648 | 531 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $271,261 | 531 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $304,947 | 640 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $350,109 | 698 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $400,959 | 861 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $340,353 | 719 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $340,755 | 718 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $774,511 | 1,840 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $772,696 | 1,966 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $765,497 | 1,960 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $750,903 | 2,375 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $758,029 | 2,180 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $707,824 | 2,313 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $704,629 | 2,529 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,235,485 | 5,082 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,119,428 | 4,116 | Shares | Sole | 2022-07-20 | |
| No filing history on record for this holder in this stock. | ||||||