WADDELL & ASSOCIATES, LLC

Position in MCO — Moodys Corp /De/

CIK 1776757 MEMPHIS, TN

Position in MCO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$402,192

New position

Shares Held

888

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#941

of 1,401 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WADDELL & ASSOCIATES, LLC holds $2,765,585 across 6 Financial Data & Stock Exchanges names. MCO ranks #4 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	1,856	$676,583
2	FDS	Factset Research Systems Inc	2,869	$660,099
3	MSCI	MSCI Inc.	990	$554,439
4	MCO	Moodys Corp /De/ This page	888	$402,192
5	NDAQ	Nasdaq, Inc.	3,082	$242,923
6	MORN	Morningstar, Inc.	1,470	$229,349

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$402,192	888	—	Shares	Sole	2026-07-15
No filing history on record for this holder in this stock.