Position in MCO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$431,632
+$13,269 QoQ
Shares Held
953
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#923
of 1,401 holders
Holding Since
Mar 2024
10 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, 2026Aprio Wealth Management, LLC holds $3,241,672 across 8 Financial Data & Stock Exchanges names. MCO ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,922 | $700,471 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
5,418 | $667,009 | |
| 3 | MCO |
Moodys Corp /De/
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|
953 | $431,632 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
1,473 | $357,452 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
4,031 | $317,723 | |
| 6 | MSCI |
MSCI Inc.
|
533 | $298,501 | |
| 7 | CME |
Cme Group Inc.
|
1,217 | $268,750 | |
| 8 | COIN |
Coinbase Global, Inc.
|
1,369 | $200,134 |
All Filings in MCO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,632 | 953 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $418,363 | 959 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $531,794 | 1,041 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $476,003 | 999 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $493,062 | 983 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $448,925 | 964 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $412,305 | 871 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $370,654 | 781 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $290,441 | 690 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $237,783 | 605 | Shares | Sole | 2024-04-10 | |
| No filing history on record for this holder in this stock. | ||||||