Bison Wealth, LLC

Position in MCO — Moodys Corp /De/

CIK 1845251 ATLANTA, GA

Position in MCO

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$192,943

New position

Shares Held

426

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,156

of 1,401 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 5% Shared 0% None 95%

Financial Services · as of Jun 30, 2026

Bison Wealth, LLC holds $636,627 across 3 Financial Data & Stock Exchanges names. MCO ranks #2 (30.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	1,149	$253,733
2	MCO	Moodys Corp /De/ This page	426	$192,943
3	SPGI	S&P Global Inc.	521	$189,951

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$192,943	426	—	Shares	Sole	2026-07-07
No filing history on record for this holder in this stock.