Position in MCO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,711,632
+$230,679 QoQ
Shares Held
5,987
+5.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#526
of 1,401 holders
Holding Since
Mar 2021
18 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, 2026NewEdge Wealth, LLC holds $9,672,201 across 6 Financial Data & Stock Exchanges names. MCO ranks #1 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
5,987 | $2,711,632 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
17,597 | $2,166,366 | |
| 3 | CME |
Cme Group Inc.
|
7,959 | $1,757,585 | |
| 4 | MSCI |
MSCI Inc.
|
2,519 | $1,410,740 | |
| 5 | SPGI |
S&P Global Inc.
|
2,582 | $994,936 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
2,600 | $630,942 |
All Filings in MCO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,711,632 | 5,987 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,480,953 | 5,687 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,966,750 | 7,765 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,808,849 | 5,895 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,312,500 | 6,604 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,775,978 | 5,961 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,906,491 | 6,140 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,964,289 | 6,246 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,435,080 | 5,785 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,429,318 | 6,181 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,237,908 | 5,730 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,826,514 | 5,777 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,060,241 | 5,925 | Shares | Sole | 2023-08-09 | |
| 2022-03-31 | $434,921 | 1,289 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $437,840 | 1,121 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $291,190 | 820 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $296,418 | 818 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $243,964 | 817 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||