Position in MCO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$497,306
-$97,817 QoQ
Shares Held
1,098
-12.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#873
of 1,401 holders
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026INCEPTIONR LLC holds $935,568 across 2 Financial Data & Stock Exchanges names. MCO ranks #1 (53.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
1,098 | $497,306 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
|
1,806 | $438,262 |
All Filings in MCO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,306 | 1,098 | Shares | Sole | 2026-08-11 | |
| 2025-09-30 | $595,123 | 1,249 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $585,355 | 1,167 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $490,251 | 1,033 | Shares | Sole | 2024-11-08 | |
| 2023-12-31 | $311,666 | 798 | Shares | Sole | 2024-02-08 | |
| 2023-03-31 | $492,997 | 1,611 | Shares | Other | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||