Position in MCO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$11,323
+$4,780 QoQ
Shares Held
25
+66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,290
of 1,401 holders
Holding Since
Dec 2024
7 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, 2026High Note Wealth, LLC holds $93,872 across 10 Financial Data & Stock Exchanges names. MCO ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
71 | $25,814 | |
| 2 | CME |
Cme Group Inc.
|
87 | $19,212 | |
| 3 | MCO |
Moodys Corp /De/
This page
|
25 | $11,323 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
128 | $10,088 | |
| 5 | COIN |
Coinbase Global, Inc.
|
45 | $6,578 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
25 | $6,066 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
39 | $4,801 | |
| 8 | MSCI |
MSCI Inc.
|
8 | $4,480 |
All Filings in MCO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,323 | 25 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,543 | 15 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $11,238 | 22 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,241 | 11 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,015 | 10 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,656 | 10 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,733 | 10 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||