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Legacy Wealth Asset Management, LLC

Position in MCO — Moodys Corp /De/

CIK 1846151 WOODBURY, MN

Position in MCO

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$578,831
+$27,848 QoQ
Shares Held
1,278
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#837
of 1,401 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MCO Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $3,957,384 across 5 Financial Data & Stock Exchanges names. MCO ranks #4 (14.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 MCO
Moodys Corp /De/
This page
1,278 $578,831

All Filings in MCO

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $578,831 1,278
2026-03-31 $550,983 1,263
2025-12-31 $630,388 1,234
2025-09-30 $560,340 1,176