Position in MCO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$313,873
+$13,733 QoQ
Shares Held
693
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,003
of 1,401 holders
Holding Since
Jun 2024
9 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, 2026Outlook Wealth Advisors, LLC holds $1,110,066 across 2 Financial Data & Stock Exchanges names. MCO ranks #2 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
2,066 | $796,193 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
693 | $313,873 |
All Filings in MCO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,873 | 693 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $300,140 | 688 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $353,508 | 692 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $339,730 | 713 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $431,868 | 861 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $400,493 | 860 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $402,837 | 851 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $412,893 | 870 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $353,160 | 839 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||