Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$336,519
+$3,661 QoQ
Shares Held
743
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#983
of 1,401 holders
Holding Since
Jun 2023
13 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, 2026Western Wealth Management, LLC holds $7,786,927 across 6 Financial Data & Stock Exchanges names. MCO ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
11,765 | $2,598,064 | |
| 2 | SPGI |
S&P Global Inc.
|
6,559 | $2,527,047 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
8,841 | $1,088,415 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
10,911 | $860,005 | |
| 5 | COIN |
Coinbase Global, Inc.
|
2,578 | $376,877 | |
| 6 | MCO |
Moodys Corp /De/
This page
|
743 | $336,519 |
All Filings in MCO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,519 | 743 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $332,858 | 763 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $421,451 | 825 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $394,048 | 827 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $424,345 | 846 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $376,277 | 808 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $389,110 | 822 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $399,604 | 842 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $358,211 | 851 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $337,219 | 858 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $339,787 | 870 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $270,957 | 857 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $291,041 | 837 | Shares | Sole | 2023-08-30 | |
| No filing history on record for this holder in this stock. | ||||||