Position in MCO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$353,730
+$117,719 QoQ
Shares Held
781
+44.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#968
of 1,401 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Soltis Investment Advisors LLC holds $4,791,226 across 6 Financial Data & Stock Exchanges names. MCO ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
12,526 | $3,039,684 | |
| 2 | SPGI |
S&P Global Inc.
|
1,368 | $526,994 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
2,910 | $358,250 | |
| 4 | MCO |
Moodys Corp /De/
This page
|
781 | $353,730 | |
| 5 | FDS |
Factset Research Systems Inc
|
1,130 | $259,990 | |
| 6 | MSCI |
MSCI Inc.
|
451 | $252,578 |
All Filings in MCO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,730 | 781 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $236,011 | 541 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||