Position in MCO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$5,435
+$200 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,323
of 1,401 holders
Holding Since
Sep 2021
10 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, 2026Rosenberg Matthew Hamilton holds $633,620 across 7 Financial Data & Stock Exchanges names. MCO ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
4,785 | $377,153 | |
| 2 | CME |
Cme Group Inc.
|
883 | $194,992 | |
| 3 | SPGI |
S&P Global Inc.
|
84 | $30,438 | |
| 4 | FDS |
Factset Research Systems Inc
|
61 | $14,034 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
92 | $11,326 | |
| 6 | MCO |
Moodys Corp /De/
This page
|
12 | $5,435 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
1 | $242 |
All Filings in MCO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,435 | 12 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $5,235 | 12 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $13,282 | 26 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $12,388 | 26 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,041 | 26 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $12,107 | 26 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $12,307 | 26 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $12,339 | 26 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $10,944 | 26 | Shares | Sole | 2024-07-26 | |
| 2021-09-30 | $18,110 | 51 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||