Position in MCO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$309,797
New position
Shares Held
684
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,013
of 1,401 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Rothschild Wealth LLC holds $1,902,627 across 6 Financial Data & Stock Exchanges names. MCO ranks #3 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,435 | $553,059 | |
| 2 | MSCI |
MSCI Inc.
|
559 | $313,062 | |
| 3 | MCO |
Moodys Corp /De/
This page
|
684 | $309,797 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
2,185 | $268,995 | |
| 5 | FDS |
Factset Research Systems Inc
|
1,057 | $243,194 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
884 | $214,520 |
All Filings in MCO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,797 | 684 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||