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Legacy Capital Wealth Partners, LLC

Position in MCO — Moodys Corp /De/

CIK 1766228 LITTLE ROCK, AR

Position in MCO

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$528,557
+$22,944 QoQ
Shares Held
1,167
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#858
of 1,401 holders
Holding Since
Dec 2020
14 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, 2026

Legacy Capital Wealth Partners, LLC holds $1,269,940 across 3 Financial Data & Stock Exchanges names. MCO ranks #1 (41.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MCO
Moodys Corp /De/
This page
1,167 $528,557

All Filings in MCO

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $528,557 1,167
2026-03-31 $505,613 1,159
2025-12-31 $588,499 1,152
2025-09-30 $550,334 1,155
2025-06-30 $601,406 1,199
2025-03-31 $573,264 1,231
2024-12-31 $547,689 1,157
2024-09-30 $570,457 1,202
2024-06-30 $603,613 1,434
2023-12-31 $560,063 1,434
2023-09-30 $478,049 1,512
2023-03-31 $461,172 1,507
2021-03-31 $276,214 925
2020-12-31 $254,830 878