Keebeck Wealth Management

Position in MCO — Moodys Corp /De/

CIK 1803675 Chicago, IL

Position in MCO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,212,061

+$81,853 QoQ

Shares Held

4,884

+0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#567

of 1,401 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Keebeck Wealth Management holds $6,695,254 across 5 Financial Data & Stock Exchanges names. MCO ranks #2 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NDAQ	Nasdaq, Inc.	29,752	$2,345,052
2	MCO	Moodys Corp /De/ This page	4,884	$2,212,061
3	ICE	Intercontinental Exchange, Inc.	8,664	$1,066,625
4	CME	Cme Group Inc.	2,641	$583,212
5	SPGI	S&P Global Inc.	1,267	$488,304

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,212,061	4,884	+0.0%	Shares	Other	2026-08-11
2026-03-31	$2,130,208	4,883	-14.7%	Shares	Other	2026-05-14
2025-12-31	$2,925,637	5,727	-2.3%	Shares	Other	2026-02-17
2025-09-30	$2,793,602	5,863	-0.7%	Shares	Other	2025-11-14
2025-06-30	$2,961,387	5,904	-0.4%	Shares	Other	2025-08-14
2025-03-31	$2,759,678	5,926	-1.7%	Shares	Other	2025-05-15
2024-12-31	$2,854,421	6,030	-0.5%	Shares	Other	2025-02-14
2024-09-30	$2,877,439	6,063	-1.8%	Shares	Other	2024-11-14
2024-06-30	$2,598,821	6,174	-4.9%	Shares	Other	2024-08-14
2024-03-31	$2,552,729	6,495	-1.8%	Shares	Other	2024-05-14
2023-12-31	$2,584,335	6,617	-1.9%	Shares	Other	2024-02-14
2023-09-30	$2,133,198	6,747	+2.8%	Shares	Other	2023-11-14
2023-06-30	$2,282,434	6,564	+16.8%	Shares	Other	2023-08-14
2023-03-31	$1,719,832	5,620	+18.4%	Shares	Other	2023-05-15
2022-12-31	$1,322,887	4,748	+1.3%	Shares	Other	2023-02-14
2022-09-30	$1,139,456	4,687	+12.7%	Shares	Other	2022-11-14
2022-06-30	$1,130,851	4,158	+20.5%	Shares	Other	2022-08-15
2022-03-31	$1,164,064	3,450	+16.2%	Shares	Other	2022-05-16
2021-12-31	$1,159,241	2,968	+6.8%	Shares	Other	2022-02-14
2021-09-30	$986,495	2,778	-11.1%	Shares	Other	2021-11-16
2021-06-30	$1,132,043	3,124	+14.8%	Shares	Sole	2021-08-16
2021-03-31	$812,517	2,721	+2.3%	Shares	Sole	2021-05-13
2020-12-31	$772,327	2,661	+52.8%	Shares	Sole	2021-02-16
2020-09-30	$504,918	1,742	+7.9%	Shares	Other	2020-11-02
2020-06-30	$443,688	1,615	—	Shares	Other	2020-08-06
No filing history on record for this holder in this stock.