Position in MCO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,363,836
+$123,808 QoQ
Shares Held
7,427
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.71%
of 13F equity value
Holder Rank
#484
of 1,401 holders
Holding Since
Dec 2020
23 quarters on record
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Citadel Investment Advisory, Inc. holds $3,691,459 across 2 Financial Data & Stock Exchanges names. MCO ranks #1 (91.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
7,427 | $3,363,836 | |
| 2 | MSCI |
MSCI Inc.
|
585 | $327,623 |
All Filings in MCO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,363,836 | 7,427 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,240,028 | 7,427 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,934,566 | 7,702 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,669,848 | 7,702 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,863,246 | 7,702 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,718,534 | 7,985 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,779,859 | 7,985 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,732,650 | 7,865 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,310,614 | 7,865 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,091,180 | 7,865 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $3,071,754 | 7,865 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,486,677 | 7,865 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,734,817 | 7,865 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $2,406,847 | 7,865 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $2,191,346 | 7,865 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,919,353 | 7,895 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,147,203 | 7,895 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,663,851 | 7,895 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,149,637 | 8,064 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $2,890,240 | 8,139 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,949,329 | 8,139 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,430,386 | 8,139 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $2,373,872 | 8,179 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||