Position in MCO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,398,616
+$237,319 QoQ
Shares Held
3,088
+16.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#659
of 1,401 holders
Holding Since
Sep 2021
20 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, 2026Summit Financial, LLC holds $23,691,535 across 8 Financial Data & Stock Exchanges names. MCO ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
39,065 | $9,479,903 | |
| 2 | SPGI |
S&P Global Inc.
|
17,004 | $6,551,591 | |
| 3 | COIN |
Coinbase Global, Inc.
|
23,394 | $3,419,968 | |
| 4 | MCO |
Moodys Corp /De/
This page
|
3,088 | $1,398,616 | |
| 5 | MSCI |
MSCI Inc.
|
1,826 | $1,022,633 | |
| 6 | CME |
Cme Group Inc.
|
3,527 | $778,867 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
6,236 | $767,713 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
3,454 | $272,244 |
All Filings in MCO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,398,616 | 3,088 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,161,297 | 2,662 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,233,191 | 2,414 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,084,468 | 2,276 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,108,513 | 2,210 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $821,477 | 1,764 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $776,800 | 1,641 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $768,361 | 1,619 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $652,020 | 1,549 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $408,358 | 1,039 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $512,414 | 1,312 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $364,227 | 1,152 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $367,887 | 1,058 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $253,996 | 830 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $237,384 | 852 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $217,826 | 896 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $224,103 | 824 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $279,712 | 829 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $323,790 | 829 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $284,798 | 802 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||