CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in MCO — Moodys Corp /De/
CIK 1766904
RICHMOND, VA
Position in MCO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$211,961
+$37,028 QoQ
Shares Held
468
+16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,137
of 1,401 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $3,025,899 across 9 Financial Data & Stock Exchanges names. MCO ranks #7 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
2,777 | $1,012,170 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
6,496 | $512,010 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
2,714 | $334,116 | |
| 4 | MSCI |
MSCI Inc.
|
544 | $304,656 | |
| 5 | CME |
Cme Group Inc.
|
1,319 | $291,270 | |
| 6 | TRU |
TransUnion
|
3,337 | $240,729 | |
| 7 | MCO |
Moodys Corp /De/
This page
|
468 | $211,961 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
306 | $74,255 |
All Filings in MCO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,961 | 468 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $174,933 | 401 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $178,794 | 350 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $156,281 | 328 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $154,989 | 309 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $119,679 | 257 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $100,352 | 212 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $278,108 | 586 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $241,611 | 574 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $209,875 | 534 | Shares | Defined | 2024-04-30 | |
| 2023-09-30 | $68,607 | 217 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||