Position in MCO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$28,938,869
New position
Shares Held
63,894
first reported quarter
Ownership
0.037%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#7
of 94 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Curated Wealth Partners LLC holds $1,591,993,688 across 8 Financial Data & Stock Exchanges names. MCO ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
3,509,288 | $1,352,121,645 | |
| 2 | CME |
Cme Group Inc.
|
658,635 | $145,446,366 | |
| 3 | MSCI |
MSCI Inc.
|
56,294 | $31,526,889 | |
| 4 | MCO |
Moodys Corp /De/
This page
|
63,894 | $28,938,869 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
117,154 | $14,422,827 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
51,544 | $12,508,181 | |
| 7 | FDS |
Factset Research Systems Inc
|
25,022 | $5,757,061 | |
| 8 | COIN |
Coinbase Global, Inc.
|
8,700 | $1,271,850 |
All Filings in MCO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,938,869 | 63,894 | Shares | Other | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||