Position in MCO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$500,447,160
+$16,674,703 QoQ
Shares Held
1,104,935
-0.4% QoQ
Ownership
0.638%
of shares outstanding
% of Portfolio
7.27%
of 13F equity value
Holder Rank
#26
of 1,401 holders
Holding Since
Mar 2020
26 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, 2026Rothschild & Co Wealth Management UK Ltd holds $1,043,813,840 across 2 Financial Data & Stock Exchanges names. MCO ranks #2 (47.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,410,250 | $543,366,680 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
1,104,935 | $500,447,160 |
All Filings in MCO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $500,447,160 | 1,104,935 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $483,772,457 | 1,108,934 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $570,747,673 | 1,117,251 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $534,812,111 | 1,122,423 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $552,653,868 | 1,101,804 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $506,002,454 | 1,086,565 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $512,702,313 | 1,083,090 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $645,779,358 | 1,360,710 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $667,503,638 | 1,585,783 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $656,834,487 | 1,671,207 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $652,074,679 | 1,669,589 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $535,573,009 | 1,693,940 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $581,664,277 | 1,672,795 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $587,667,037 | 1,920,355 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $522,348,138 | 1,874,769 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $419,291,573 | 1,724,699 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $464,034,942 | 1,706,199 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $572,075,280 | 1,695,490 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $715,394,530 | 1,831,621 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $649,881,129 | 1,830,084 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $654,368,833 | 1,805,803 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $524,359,458 | 1,756,001 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $492,668,468 | 1,697,452 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $489,932,585 | 1,690,297 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $491,062,292 | 1,787,436 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $410,120,073 | 1,939,102 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||