Position in MCO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$905
+$33 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,390
of 1,401 holders
Holding Since
Dec 2024
7 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, 2026Golden State Wealth Management, LLC holds $340,119 across 8 Financial Data & Stock Exchanges names. MCO ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
|
168 | $94,086 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
910 | $71,726 | |
| 3 | SPGI |
S&P Global Inc.
|
166 | $60,491 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
445 | $54,783 | |
| 5 | COIN |
Coinbase Global, Inc.
|
317 | $46,342 | |
| 6 | CME |
Cme Group Inc.
|
44 | $9,716 | |
| 7 | FDS |
Factset Research Systems Inc
|
9 | $2,070 | |
| 8 | MCO |
Moodys Corp /De/
This page
|
2 | $905 |
All Filings in MCO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $905 | 2 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $872 | 2 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,021 | 2 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $952 | 2 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,003 | 2 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $931 | 2 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $946 | 2 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||