Position in MCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,293,181
-$91,246 QoQ
Shares Held
7,271
-6.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#485
of 1,401 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Sanctuary Advisors, LLC holds $50,418,304 across 10 Financial Data & Stock Exchanges names. MCO ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
57,177 | $12,626,396 | |
| 2 | SPGI |
S&P Global Inc.
|
28,903 | $11,136,117 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
63,170 | $7,776,858 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
91,563 | $7,216,995 | |
| 5 | MCO |
Moodys Corp /De/
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|
7,271 | $3,293,181 | |
| 6 | FDS |
Factset Research Systems Inc
|
12,988 | $2,988,279 | |
| 7 | MSCI |
MSCI Inc.
|
4,795 | $2,685,391 | |
| 8 | COIN |
Coinbase Global, Inc.
|
11,139 | $1,628,410 |
All Filings in MCO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,293,181 | 7,271 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,384,427 | 7,758 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,066,366 | 7,960 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,040,681 | 10,579 | Shares | Sole | 2026-01-06 | |
| 2025-06-30 | $5,249,640 | 10,466 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $4,926,534 | 10,579 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $3,945,538 | 8,335 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,847,501 | 8,107 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $2,766,351 | 6,572 | Shares | Sole | 2024-09-05 | |
| No filing history on record for this holder in this stock. | ||||||