National Philanthropic Trust

Position in MCO — Moodys Corp /De/

CIK 1785342 Jenkintown, PA

Position in MCO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,652,894

+$208,058 QoQ

Shares Held

12,481

0.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#387

of 1,401 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

National Philanthropic Trust holds $11,654,847 across 4 Financial Data & Stock Exchanges names. MCO ranks #1 (48.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/ This page	12,481	$5,652,894
2	ICE	Intercontinental Exchange, Inc.	36,884	$4,540,789
3	COIN	Coinbase Global, Inc.	5,351	$782,262
4	SPGI	S&P Global Inc.	1,762	$678,902

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,652,894	12,481	0.0%	Shares	Sole	2026-08-14
2026-03-31	$5,444,836	12,481	0.0%	Shares	Sole	2026-05-15
2025-12-31	$6,375,918	12,481	0.0%	Shares	Sole	2026-05-15
2025-09-30	$5,946,946	12,481	+0.3%	Shares	Sole	2026-05-15
2025-06-30	$6,239,278	12,439	+0.1%	Shares	Sole	2026-05-15
2025-03-31	$5,788,526	12,430	-0.1%	Shares	Sole	2026-05-15
2024-12-31	$5,889,669	12,442	+0.1%	Shares	Sole	2026-05-15
2024-09-30	$5,899,153	12,430	-0.5%	Shares	Sole	2026-05-15
2024-06-30	$5,259,099	12,494	0.0%	Shares	Sole	2026-05-15
2024-03-31	$4,910,516	12,494	0.0%	Shares	Sole	2026-05-15
2023-12-31	$4,879,656	12,494	—	Shares	Sole	2026-06-12
No filing history on record for this holder in this stock.