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Accurate Wealth Management, LLC

Position in MCO — Moodys Corp /De/

CIK 1877728 WESLEY CHAPEL, FL

Position in MCO

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$669,868
+$120,193 QoQ
Shares Held
1,479
+17.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#795
of 1,401 holders
Holding Since
Dec 2022
12 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, 2026

Accurate Wealth Management, LLC holds $1,099,720 across 3 Financial Data & Stock Exchanges names. MCO ranks #1 (60.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MCO
Moodys Corp /De/
This page
1,479 $669,868

All Filings in MCO

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $669,868 1,479
2026-03-31 $549,675 1,260
2025-12-31 $622,215 1,218
2025-09-30 $558,911 1,173
2025-06-30 $469,989 937
2025-03-31 $393,973 846
2024-12-31 $316,211 668
2024-09-30 $269,567 568
2024-06-30 $250,453 595
2024-03-31 $259,399 660
2023-12-31 $236,679 606
2022-12-31 $43,743 157