Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$317,949
+$11,702 QoQ
Shares Held
702
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#998
of 1,401 holders
Holding Since
Jun 2024
9 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, 2026Plotkin Financial Advisors, LLC holds $740,277 across 2 Financial Data & Stock Exchanges names. MCO ranks #2 (43.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,096 | $422,328 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
702 | $317,949 |
All Filings in MCO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,949 | 702 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $306,247 | 702 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $358,616 | 702 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $334,488 | 702 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $352,116 | 702 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $315,272 | 677 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $320,471 | 677 | Shares | Sole | 2025-03-06 | |
| 2024-09-30 | $321,297 | 677 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $284,969 | 677 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||