Kathmere Capital Management, LLC

Position in MCO — Moodys Corp /De/

CIK 1794543 WAYNE, PA

Position in MCO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$404,004

+$40,608 QoQ

Shares Held

892

+7.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#939

of 1,401 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Kathmere Capital Management, LLC holds $3,776,526 across 6 Financial Data & Stock Exchanges names. MCO ranks #5 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSCI	MSCI Inc.	1,598	$894,943
2	CME	Cme Group Inc.	3,772	$832,970
3	CBOE	Cboe Global Markets, Inc.	3,144	$762,954
4	SPGI	S&P Global Inc.	1,761	$678,495
5	MCO	Moodys Corp /De/ This page	892	$404,004
6	FDS	Factset Research Systems Inc	883	$203,160

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$404,004	892	+7.1%	Shares	Sole	2026-07-29
2026-03-31	$363,396	833	-23.9%	Shares	Sole	2026-04-28
2025-12-31	$559,380	1,095	+2.8%	Shares	Sole	2026-01-13
2025-09-30	$507,451	1,065	+65.9%	Shares	Sole	2025-10-22
2025-06-30	$322,020	642	-3.3%	Shares	Sole	2025-07-16
2025-03-31	$309,218	664	+14.3%	Shares	Sole	2025-05-01
2024-12-31	$275,027	581	-1.4%	Shares	Sole	2025-01-14
2024-09-30	$279,533	589	+7.7%	Shares	Sole	2024-10-15
2024-06-30	$230,248	547	-1.1%	Shares	Sole	2024-08-15
2024-03-31	$217,345	553	+0.2%	Shares	Sole	2024-04-16
2023-12-31	$215,589	552	-19.7%	Shares	Sole	2024-04-16
2023-03-31	$210,235	687	-11.4%	Shares	Sole	2023-04-20
2022-12-31	$215,930	775	—	Shares	Sole	2023-01-24
No filing history on record for this holder in this stock.