Position in MCO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$397,210
-$1,522 QoQ
Shares Held
877
-4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#948
of 1,408 holders
Holding Since
Jun 2023
13 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, 2026Relyea Zuckerberg Hanson LLC holds $650,736 across 2 Financial Data & Stock Exchanges names. MCO ranks #1 (61.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
877 | $397,210 | |
| 2 | SPGI |
S&P Global Inc.
|
696 | $253,526 |
All Filings in MCO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,210 | 877 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $398,732 | 914 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $492,459 | 964 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $471,715 | 990 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $498,078 | 993 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $465,690 | 1,000 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $478,103 | 1,010 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $465,098 | 980 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $406,618 | 966 | Shares | Sole | 2024-10-31 | |
| 2024-03-31 | $341,150 | 868 | Shares | Sole | 2024-10-31 | |
| 2023-12-31 | $337,053 | 863 | Shares | Sole | 2024-10-31 | |
| 2023-09-30 | $226,061 | 715 | Shares | Sole | 2024-10-31 | |
| 2023-06-30 | $257,660 | 741 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||