Position in MCO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$9,959,710
+$1,186,723 QoQ
Shares Held
21,990
+9.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#313
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Ethic Inc. holds $74,661,092 across 10 Financial Data & Stock Exchanges names. MCO ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
47,175 | $18,176,420 | |
| 2 | CME |
Cme Group Inc.
|
70,581 | $15,586,402 | |
| 3 | MCO |
Moodys Corp /De/
This page
|
21,990 | $9,959,710 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
78,887 | $9,711,778 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
92,911 | $7,323,245 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
28,080 | $6,814,173 | |
| 7 | MSCI |
MSCI Inc.
|
6,783 | $3,798,751 | |
| 8 | COIN |
Coinbase Global, Inc.
|
12,892 | $1,884,681 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,959,710 | 21,990 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $8,772,987 | 20,110 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $12,173,555 | 23,830 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $11,793,832 | 24,752 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $12,721,325 | 25,362 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $11,863,918 | 25,476 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,956,379 | 25,258 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,527,791 | 24,290 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,380,554 | 24,661 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,546,698 | 24,290 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,199,026 | 20,993 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,580,762 | 20,814 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,450,901 | 18,552 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,273,030 | 17,231 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,163,172 | 11,353 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,904,921 | 11,949 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,948,426 | 10,841 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,437,870 | 10,189 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,591,383 | 9,195 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,619,291 | 7,376 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,167,697 | 5,982 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,165,176 | 3,902 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $728,212 | 2,509 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $809,840 | 2,794 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $788,749 | 2,871 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $620,541 | 2,934 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||