Position in MCO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$51,632
-$25,584 QoQ
Shares Held
114
-35.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,217
of 1,401 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $478,485 across 10 Financial Data & Stock Exchanges names. MCO ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
740 | $269,708 | |
| 2 | CME |
Cme Group Inc.
|
549 | $121,235 | |
| 3 | MCO |
Moodys Corp /De/
This page
|
114 | $51,632 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
238 | $29,300 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
33 | $2,601 | |
| 6 | COIN |
Coinbase Global, Inc.
|
10 | $1,461 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
6 | $1,456 | |
| 8 | MSCI |
MSCI Inc.
|
1 | $560 |
All Filings in MCO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,632 | 114 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $77,216 | 177 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $90,420 | 177 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $84,336 | 177 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $88,781 | 177 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $82,427 | 177 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $102,247 | 216 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $109,630 | 231 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $97,234 | 231 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $90,789 | 231 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $89,828 | 230 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $73,035 | 231 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $80,671 | 232 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $70,690 | 231 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $124,543 | 447 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $55,429 | 228 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $62,009 | 228 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $76,929 | 228 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $89,052 | 228 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $86,291 | 243 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $88,055 | 243 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $72,562 | 243 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $70,528 | 243 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $70,433 | 243 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||