Position in MCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$618,235
+$35,842 QoQ
Shares Held
1,365
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#819
of 1,401 holders
Holding Since
Dec 2020
22 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, 2026Fortis Capital Management LLC holds $1,234,419 across 2 Financial Data & Stock Exchanges names. MCO ranks #1 (50.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
1,365 | $618,235 | |
| 2 | SPGI |
S&P Global Inc.
|
1,599 | $616,184 |
All Filings in MCO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618,235 | 1,365 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $582,393 | 1,335 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $710,081 | 1,390 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $683,748 | 1,435 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $741,350 | 1,478 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,880,292 | 6,185 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,701,995 | 5,708 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,677,636 | 5,642 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,230,508 | 5,299 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,838,330 | 9,766 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,525,975 | 9,028 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,122,403 | 3,550 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,101,229 | 3,167 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $942,235 | 3,079 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $742,522 | 2,665 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $668,552 | 2,750 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $3,955,120 | 11,722 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,578,378 | 11,722 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,740,039 | 4,900 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,775,613 | 4,900 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,090,270 | 7,000 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $2,031,680 | 7,000 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||