Position in MCO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,161,286
+$45,360 QoQ
Shares Held
2,564
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#691
of 1,401 holders
Holding Since
Dec 2021
18 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, 2026Washington Trust Advisors, Inc. holds $10,720,598 across 9 Financial Data & Stock Exchanges names. MCO ranks #2 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
24,300 | $9,362,906 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
2,564 | $1,161,286 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
1,461 | $115,156 | |
| 4 | MSCI |
MSCI Inc.
|
73 | $40,882 | |
| 5 | FDS |
Factset Research Systems Inc
|
90 | $20,707 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
122 | $15,019 | |
| 7 | CME |
Cme Group Inc.
|
12 | $2,649 | |
| 8 | COIN |
Coinbase Global, Inc.
|
7 | $1,023 |
All Filings in MCO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,161,286 | 2,564 | Shares | Other | 2026-07-29 | |
| 2026-03-31 | $1,115,926 | 2,558 | Shares | Other | 2026-04-06 | |
| 2025-12-31 | $1,305,221 | 2,555 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,275,060 | 2,676 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,281,562 | 2,555 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,189,837 | 2,555 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,209,460 | 2,555 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,212,577 | 2,555 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,075,476 | 2,555 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,004,191 | 2,555 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,039,279 | 2,661 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $844,490 | 2,671 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $930,497 | 2,676 | Shares | Sole | 2023-07-27 | |
| 2022-12-31 | $762,025 | 2,735 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $717,174 | 2,950 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $818,629 | 3,010 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,016,953 | 3,014 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $1,171,348 | 2,999 | Shares | Other | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||