Kestra Advisory Services, LLC

Position in MCO — Moodys Corp /De/

CIK 1830819 AUSTIN, TX

Position in MCO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$18,990,482

+$1,516,925 QoQ

Shares Held

41,929

+4.7% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#227

of 1,401 holders

Holding Since

Sep 2020

24 quarters on record

Financial Services · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $42,974,300 across 9 Financial Data & Stock Exchanges names. MCO ranks #1 (44.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/ This page	41,929	$18,990,482
2	ICE	Intercontinental Exchange, Inc.	69,049	$8,500,622
3	SPGI	S&P Global Inc.	14,567	$5,612,449
4	COIN	Coinbase Global, Inc.	23,747	$3,471,573
5	NDAQ	Nasdaq, Inc.	30,301	$2,388,324
6	MSCI	MSCI Inc.	2,884	$1,615,155
7	CME	Cme Group Inc.	5,435	$1,200,211
8	CBOE	Cboe Global Markets, Inc.	3,910	$948,839

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,990,482	41,929	+4.7%	Shares	Sole	2026-07-28
2026-03-31	$17,473,557	40,054	-6.2%	Shares	Sole	2026-04-30
2025-12-31	$21,822,490	42,718	-2.6%	Shares	Sole	2026-02-13
2025-09-30	$20,903,177	43,870	-1.6%	Shares	Sole	2025-11-14
2025-06-30	$22,371,917	44,602	-0.4%	Shares	Sole	2025-08-15
2025-03-31	$20,861,514	44,797	+10.7%	Shares	Sole	2025-05-14
2024-12-31	$19,155,863	40,467	-3.2%	Shares	Sole	2025-02-10
2024-09-30	$19,841,658	41,808	-1.5%	Shares	Sole	2024-11-13
2024-06-30	$17,866,794	42,446	-0.4%	Shares	Sole	2024-08-14
2024-03-31	$16,749,759	42,617	+0.9%	Shares	Sole	2024-05-15
2023-12-31	$16,501,550	42,251	+1.4%	Shares	Sole	2024-02-14
2023-09-30	$13,168,164	41,649	+0.7%	Shares	Sole	2023-11-13
2023-06-30	$14,387,958	41,378	-0.0%	Shares	Sole	2023-08-11
2023-03-31	$12,663,107	41,380	-9.0%	Shares	Sole	2023-05-12
2022-12-31	$12,672,194	45,482	+7.9%	Shares	Sole	2023-01-31
2022-09-30	$10,242,953	42,133	-2.7%	Shares	Sole	2022-11-01
2022-06-30	$11,771,405	43,282	+4.5%	Shares	Sole	2022-08-12
2022-03-31	$13,974,509	41,417	+2.4%	Shares	Sole	2022-07-20
2021-12-31	$15,794,664	40,439	-1.3%	Shares	Sole	2022-07-25
2021-09-30	$14,551,697	40,978	+0.5%	Shares	Sole	2022-07-25
2021-06-30	$14,775,999	40,776	+0.2%	Shares	Sole	2022-07-26
2021-03-31	$12,147,753	40,681	+2.6%	Shares	Sole	2022-07-27
2020-12-31	$11,509,467	39,655	+0.8%	Shares	Sole	2022-07-28
2020-09-30	$11,397,771	39,323	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.