CBIZ Investment Advisory Services, LLC
Position in MCO — Moodys Corp /De/
CIK 1795934
INDEPENDENCE, OH
Position in MCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,717
+$100 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,357
of 1,401 holders
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $19,652 across 7 Financial Data & Stock Exchanges names. MCO ranks #3 (13.8% of the industry book) .
All Filings in MCO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,717 | 6 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,617 | 6 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,727 | 21 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $13,341 | 28 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $11,034 | 22 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,725 | 8 | Shares | Sole | 2025-06-03 | |
| 2020-03-31 | $9,306 | 44 | Principal | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||