Cornerstone Wealth Group, LLC

Position in MCO — Moodys Corp /De/

CIK 1774879 HUNTERSVILLE, NC

Position in MCO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$233,706

+$3,313 QoQ

Shares Held

516

+14.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,104

of 1,401 holders

Holding Since

Jun 2020

6 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

Cornerstone Wealth Group, LLC holds $4,999,319 across 4 Financial Data & Stock Exchanges names. MCO ranks #4 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	17,870	$3,946,232
2	SPGI	S&P Global Inc.	1,357	$494,722
3	NDAQ	Nasdaq, Inc.	4,119	$324,659
4	MCO	Moodys Corp /De/ This page	516	$233,706

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$233,706	516	+14.4%	Shares	Sole	2026-07-27
2025-12-31	$230,393	451	+0.7%	Shares	Sole	2026-01-26
2025-09-30	$213,463	448	+3.0%	Shares	Sole	2025-10-30
2025-06-30	$218,191	435	-42.9%	Shares	Sole	2025-07-28
2020-09-30	$220,865	762	0.0%	Shares	Sole	2020-10-27
2020-06-30	$209,344	762	—	Shares	Sole	2020-07-27
No filing history on record for this holder in this stock.