Position in MCO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,360,571
+$998,048 QoQ
Shares Held
3,004
+261.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#664
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, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $3,110,172 across 2 Financial Data & Stock Exchanges names. MCO ranks #2 (43.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
11,968 | $1,749,601 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
3,004 | $1,360,571 |
All Filings in MCO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,360,571 | 3,004 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $362,523 | 831 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $418,386 | 819 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $403,578 | 847 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $424,846 | 847 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $393,508 | 845 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $416,092 | 879 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $418,113 | 881 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $388,939 | 924 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $357,264 | 909 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $334,709 | 857 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $222,899 | 705 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $214,543 | 617 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||