Position in MCO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,161,286
+$42,741 QoQ
Shares Held
2,564
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#690
of 1,401 holders
Holding Since
Mar 2020
26 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, 2026Key Financial Inc holds $1,396,057 across 8 Financial Data & Stock Exchanges names. MCO ranks #1 (83.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
2,564 | $1,161,286 | |
| 2 | SPGI |
S&P Global Inc.
|
515 | $187,640 | |
| 3 | CME |
Cme Group Inc.
|
56 | $12,366 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
84 | $10,341 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
38 | $9,221 | |
| 6 | MSCI |
MSCI Inc.
|
13 | $7,280 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
69 | $5,438 | |
| 8 | COIN |
Coinbase Global, Inc.
|
17 | $2,485 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,161,286 | 2,564 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,118,545 | 2,564 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,310,841 | 2,566 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,224,553 | 2,570 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,289,086 | 2,570 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,196,823 | 2,570 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,216,560 | 2,570 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,217,797 | 2,566 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,149,980 | 2,732 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,105,200 | 2,812 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,165,431 | 2,984 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $943,451 | 2,984 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,037,596 | 2,984 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $908,879 | 2,970 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $548,881 | 1,970 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $478,926 | 1,970 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $535,780 | 1,970 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $664,697 | 1,970 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $769,442 | 1,970 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $699,566 | 1,970 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $713,868 | 1,970 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $576,317 | 1,930 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $560,163 | 1,930 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $559,410 | 1,930 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $530,228 | 1,930 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $408,195 | 1,930 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||