Position in MCO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$11,625,097
+$900,764 QoQ
Shares Held
25,667
+4.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#294
of 1,401 holders
Holding Since
Mar 2020
26 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, 2026Wealthfront Advisers LLC holds $70,387,117 across 9 Financial Data & Stock Exchanges names. MCO ranks #3 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
40,811 | $15,724,308 | |
| 2 | CME |
Cme Group Inc.
|
56,285 | $12,429,416 | |
| 3 | MCO |
Moodys Corp /De/
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|
25,667 | $11,625,097 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
41,145 | $9,984,657 | |
| 5 | COIN |
Coinbase Global, Inc.
|
57,618 | $8,423,175 | |
| 6 | MSCI |
MSCI Inc.
|
7,894 | $4,420,955 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
35,568 | $4,378,776 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
39,091 | $3,081,152 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,625,097 | 25,667 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,724,333 | 24,583 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $10,456,588 | 20,469 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $7,951,021 | 16,687 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,477,533 | 12,914 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $5,144,943 | 11,048 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,343,400 | 11,288 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $5,019,263 | 10,576 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,434,497 | 10,535 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,538,710 | 11,548 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,171,571 | 10,681 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,662,197 | 11,583 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,084,666 | 11,747 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,376,930 | 11,035 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,721,002 | 9,766 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,585,320 | 6,521 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,798,604 | 13,967 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $2,406,070 | 7,131 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,326,064 | 11,076 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,681,435 | 7,551 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,769,593 | 7,643 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,045,179 | 6,849 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,924,871 | 6,632 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,009,819 | 6,934 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,031,628 | 7,395 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,669,581 | 7,894 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||