Position in MCO
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$557,544
-$53,206 QoQ
Shares Held
1,231
-12.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#843
of 1,401 holders
Holding Since
Mar 2024
10 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, 2026Kingsview Wealth Management, LLC holds $14,788,395 across 7 Financial Data & Stock Exchanges names. MCO ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDS |
Factset Research Systems Inc
|
21,530 | $4,953,622 | |
| 2 | SPGI |
S&P Global Inc.
|
12,708 | $4,896,486 | |
| 3 | CME |
Cme Group Inc.
|
11,117 | $2,454,967 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
10,678 | $1,314,568 | |
| 5 | MCO |
Moodys Corp /De/
This page
|
1,231 | $557,544 | |
| 6 | COIN |
Coinbase Global, Inc.
|
2,702 | $395,005 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
2,743 | $216,203 |
All Filings in MCO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557,544 | 1,231 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $610,750 | 1,400 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $375,985 | 736 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $383,089 | 804 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $389,233 | 776 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $413,532 | 888 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $370,175 | 782 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $342,653 | 722 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $274,446 | 652 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $207,519 | 528 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||