Position in MCO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$235,518
+$24,027 QoQ
Shares Held
520
+25.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,101
of 1,401 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Pasadena Private Wealth, LLC holds $507,567 across 2 Financial Data & Stock Exchanges names. MCO ranks #2 (46.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
706 | $272,049 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
520 | $235,518 |
All Filings in MCO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,518 | 520 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $211,491 | 414 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||