Position in MCO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,729,295
+$240,489 QoQ
Shares Held
6,026
+5.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#523
of 1,401 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Apollon Wealth Management, LLC holds $28,532,084 across 9 Financial Data & Stock Exchanges names. MCO ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
41,318 | $15,061,298 | |
| 2 | CME |
Cme Group Inc.
|
19,324 | $4,267,318 | |
| 3 | MCO |
Moodys Corp /De/
This page
|
6,026 | $2,729,295 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
18,794 | $2,313,729 | |
| 5 | MSCI |
MSCI Inc.
|
3,670 | $2,055,346 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
11,637 | $917,228 | |
| 7 | FDS |
Factset Research Systems Inc
|
2,543 | $585,093 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
1,355 | $328,817 |
All Filings in MCO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,729,295 | 6,026 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,488,806 | 5,705 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,770,850 | 5,424 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,562,032 | 5,377 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,599,740 | 5,183 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,342,886 | 5,031 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,184,129 | 4,614 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,106,230 | 4,438 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,983,422 | 4,712 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,704,178 | 4,336 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,738,382 | 4,451 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $933,333 | 2,952 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,196,504 | 3,441 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,028,533 | 3,361 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $968,204 | 3,475 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $789,378 | 3,247 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $759,884 | 2,794 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $890,087 | 2,638 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,005,352 | 2,574 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $339,840 | 957 | Shares | Sole | 2021-11-15 | |
| 2020-06-30 | $12,637 | 46 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||