Accretive Wealth Partners, LLC

Position in MCO — Moodys Corp /De/

CIK 1844444 PARSIPPANY, NJ

Position in MCO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,314,826

+$79,803 QoQ

Shares Held

2,903

+2.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#671

of 1,401 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Accretive Wealth Partners, LLC holds $5,152,502 across 4 Financial Data & Stock Exchanges names. MCO ranks #2 (25.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	8,178	$1,805,947
2	MCO	Moodys Corp /De/ This page	2,903	$1,314,826
3	SPGI	S&P Global Inc.	2,777	$1,069,871
4	ICE	Intercontinental Exchange, Inc.	7,813	$961,858

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,314,826	2,903	+2.5%	Shares	Sole	2026-07-29
2026-03-31	$1,235,023	2,831	+0.9%	Shares	Sole	2026-04-22
2025-12-31	$1,432,934	2,805	-0.3%	Shares	Sole	2026-01-28
2025-09-30	$1,340,338	2,813	+2.2%	Shares	Sole	2025-11-07
2025-06-30	$1,380,877	2,753	+0.9%	Shares	Sole	2025-07-29
2025-03-31	$1,270,868	2,729	+7.8%	Shares	Sole	2025-05-07
2024-12-31	$1,198,099	2,531	-1.2%	Shares	Sole	2025-01-30
2024-09-30	$1,216,374	2,563	-1.1%	Shares	Sole	2024-11-12
2024-06-30	$1,090,629	2,591	-0.5%	Shares	Sole	2024-08-05
2024-03-31	$1,023,450	2,604	-1.3%	Shares	Sole	2024-05-06
2023-12-31	$1,029,906	2,637	-0.5%	Shares	Sole	2024-02-13
2023-09-30	$837,850	2,650	+1.1%	Shares	Sole	2023-11-06
2023-06-30	$911,026	2,620	+4.5%	Shares	Sole	2023-08-07
2023-03-31	$766,886	2,506	+2.6%	Shares	Sole	2023-05-04
2022-12-31	$680,390	2,442	+3.9%	Shares	Sole	2023-02-13
2022-09-30	$571,551	2,351	+0.3%	Shares	Sole	2022-11-14
2022-06-30	$637,225	2,343	-7.2%	Shares	Sole	2022-08-12
2022-03-31	$851,960	2,525	+2.0%	Shares	Sole	2022-05-12
2021-12-31	$967,076	2,476	+2.7%	Shares	Sole	2022-02-14
2021-09-30	$856,525	2,412	+3.7%	Shares	Sole	2021-11-12
2021-06-30	$842,872	2,326	+7.4%	Shares	Sole	2021-08-13
2021-03-31	$646,789	2,166	+16.7%	Shares	Sole	2021-05-17
2020-12-31	$538,685	1,856	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.