Position in MCO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$293,945
+$20,853 QoQ
Shares Held
649
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,028
of 1,401 holders
Holding Since
Mar 2021
20 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, 2026CVA Family Office, LLC holds $1,264,618 across 11 Financial Data & Stock Exchanges names. MCO ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
773 | $297,707 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
649 | $293,945 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
1,672 | $205,839 | |
| 4 | MSCI |
MSCI Inc.
|
265 | $148,410 | |
| 5 | CME |
Cme Group Inc.
|
656 | $144,864 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
869 | $68,494 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
184 | $44,651 | |
| 8 | COIN |
Coinbase Global, Inc.
|
257 | $37,570 |
All Filings in MCO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,945 | 649 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $273,092 | 626 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $273,304 | 535 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $249,675 | 524 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $252,801 | 504 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $231,913 | 498 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $228,637 | 483 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $220,209 | 464 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $191,523 | 455 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $177,256 | 451 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $175,752 | 450 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $125,179 | 360 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $110,167 | 360 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $91,944 | 330 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $55,915 | 230 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $55,753 | 205 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $74,230 | 220 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $115,221 | 295 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $106,899 | 295 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $59,722 | 200 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||