Position in MCO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,444,409
+$75,572 QoQ
Shares Held
5,397
-0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#551
of 1,401 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Williams Jones Wealth Management, LLC. holds $8,303,845 across 6 Financial Data & Stock Exchanges names. MCO ranks #1 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
5,397 | $2,444,409 | |
| 2 | SPGI |
S&P Global Inc.
|
5,867 | $2,260,700 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
14,935 | $1,838,647 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
3,590 | $871,185 | |
| 5 | CME |
Cme Group Inc.
|
2,950 | $651,448 | |
| 6 | MSCI |
MSCI Inc.
|
424 | $237,456 |
All Filings in MCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,444,409 | 5,397 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,368,837 | 5,430 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,788,730 | 5,459 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,612,539 | 5,483 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,683,004 | 5,349 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,341,023 | 5,027 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,420,571 | 7,226 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,494,880 | 7,364 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,096,361 | 7,356 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,924,536 | 7,441 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,294,930 | 5,876 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,215,673 | 3,845 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,336,983 | 3,845 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,182,155 | 3,863 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,076,309 | 3,863 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $939,133 | 3,863 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,050,620 | 3,863 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $700,463 | 2,076 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $295,669 | 757 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $268,818 | 757 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $274,314 | 757 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $226,047 | 757 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $219,711 | 757 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $219,416 | 757 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $207,970 | 757 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||