Position in MCO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$872,776
+$66,586 QoQ
Shares Held
1,927
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#739
of 1,401 holders
Holding Since
Dec 2021
19 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, 2026Aaron Wealth Advisors LLC holds $5,419,053 across 9 Financial Data & Stock Exchanges names. MCO ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
5,258 | $1,916,472 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
1,927 | $872,776 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
2,447 | $593,813 | |
| 4 | CME |
Cme Group Inc.
|
2,139 | $472,355 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
2,895 | $356,403 | |
| 6 | MORN |
Morningstar, Inc.
|
2,102 | $327,954 | |
| 7 | COIN |
Coinbase Global, Inc.
|
2,143 | $313,285 | |
| 8 | MSCI |
MSCI Inc.
|
540 | $302,421 |
All Filings in MCO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $872,776 | 1,927 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $806,190 | 1,848 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,076,871 | 2,108 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $689,466 | 1,447 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $623,977 | 1,244 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $561,156 | 1,205 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $558,576 | 1,180 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $532,964 | 1,123 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $398,620 | 947 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $322,284 | 820 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $418,680 | 1,072 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $328,500 | 1,039 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $360,237 | 1,036 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $232,269 | 759 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $227,911 | 818 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $237,761 | 978 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $217,576 | 800 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $609,000 | 205,482 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $240,597 | 616 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||