Everhart Financial Group, Inc.

Position in MCO — Moodys Corp /De/

CIK 1852858 Dublin, OH

Position in MCO

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$517,687

-$106,150 QoQ

Shares Held

1,143

-20.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#865

of 1,401 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $3,713,977 across 6 Financial Data & Stock Exchanges names. MCO ranks #5 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBOE	Cboe Global Markets, Inc.	3,418	$829,446
2	SPGI	S&P Global Inc.	2,059	$750,560
3	NDAQ	Nasdaq, Inc.	8,876	$699,606
4	CME	Cme Group Inc.	2,835	$626,053
5	MCO	Moodys Corp /De/ This page	1,143	$517,687
6	COIN	Coinbase Global, Inc.	1,988	$290,625

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$517,687	1,143	-20.1%	Shares	Sole	2026-07-09
2026-03-31	$623,837	1,430	+27.9%	Shares	Sole	2026-04-09
2025-12-31	$571,130	1,118	+10.9%	Shares	Sole	2026-01-07
2025-09-30	$480,291	1,008	+1.0%	Shares	Sole	2025-11-04
2025-06-30	$500,586	998	+1.2%	Shares	Sole	2025-08-07
2025-03-31	$459,170	986	+9.3%	Shares	Sole	2025-04-16
2024-12-31	$426,979	902	-0.2%	Shares	Sole	2025-01-30
2024-09-30	$429,029	904	—	Shares	Sole	2024-11-04
No filing history on record for this holder in this stock.