Position in MCO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,481,954
+$48,001 QoQ
Shares Held
3,272
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#645
of 1,401 holders
Holding Since
Dec 2020
23 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, 2026Marshall Financial Group, LLC holds $2,460,610 across 2 Financial Data & Stock Exchanges names. MCO ranks #1 (60.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
3,272 | $1,481,954 | |
| 2 | SPGI |
S&P Global Inc.
|
2,685 | $978,656 |
All Filings in MCO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,481,954 | 3,272 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,433,953 | 3,287 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,701,641 | 3,331 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,725,810 | 3,622 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,789,673 | 3,568 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,776,141 | 3,814 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,795,019 | 3,792 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,793,475 | 3,779 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,584,801 | 3,765 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,450,673 | 3,691 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,367,350 | 3,501 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $404,697 | 1,280 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $450,297 | 1,295 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $447,095 | 1,461 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,308,399 | 4,696 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $965,146 | 3,970 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,080,264 | 3,972 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,400,251 | 4,150 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,706,444 | 4,369 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,543,308 | 4,346 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,433,535 | 3,956 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,396,598 | 4,677 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,317,399 | 4,539 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||