Position in MCO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,872,871
+$336,950 QoQ
Shares Held
6,343
+9.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#517
of 1,408 holders
Holding Since
Jun 2021
21 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, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $17,836,795 across 8 Financial Data & Stock Exchanges names. MCO ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
28,605 | $11,021,269 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
6,343 | $2,872,871 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
9,669 | $1,190,350 | |
| 4 | MSCI |
MSCI Inc.
|
1,921 | $1,075,836 | |
| 5 | CME |
Cme Group Inc.
|
3,350 | $739,780 | |
| 6 | FDS |
Factset Research Systems Inc
|
1,969 | $453,027 | |
| 7 | COIN |
Coinbase Global, Inc.
|
1,774 | $259,341 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
2,846 | $224,321 |
All Filings in MCO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,872,871 | 6,343 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,535,921 | 5,813 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,876,085 | 5,630 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,698,306 | 5,663 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,818,935 | 5,620 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,560,363 | 5,498 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,587,913 | 5,467 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,597,905 | 5,474 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,303,749 | 5,473 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $2,154,590 | 5,482 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,151,204 | 5,508 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,847,697 | 5,844 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,027,903 | 5,832 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,776,752 | 5,806 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,618,503 | 5,809 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,404,203 | 5,776 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,567,635 | 5,764 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,829,437 | 5,422 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,111,475 | 5,406 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,916,883 | 5,398 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,954,986 | 5,395 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||