Wedmont Private Capital

Position in MCO — Moodys Corp /De/

CIK 1904274 WEST CHESTER, PA

Position in MCO

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,191,179

+$67,399 QoQ

Shares Held

2,630

+2.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#682

of 1,401 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wedmont Private Capital holds $6,833,004 across 9 Financial Data & Stock Exchanges names. MCO ranks #2 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	4,169	$1,519,615
2	MCO	Moodys Corp /De/ This page	2,630	$1,191,179
3	ICE	Intercontinental Exchange, Inc.	6,663	$820,281
4	CME	Cme Group Inc.	3,499	$772,684
5	MSCI	MSCI Inc.	1,210	$677,648
6	CBOE	Cboe Global Markets, Inc.	2,344	$568,818
7	FDS	Factset Research Systems Inc	1,872	$430,709
8	COIN	Coinbase Global, Inc.	2,944	$430,383

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,191,179	2,630	+2.1%	Shares	Sole	2026-07-13
2026-03-31	$1,123,780	2,576	-1.6%	Shares	Sole	2026-04-09
2025-12-31	$1,337,916	2,619	+4.4%	Shares	Sole	2026-01-08
2025-09-30	$1,195,011	2,508	+5.2%	Shares	Sole	2025-10-08
2025-06-30	$1,196,292	2,385	-1.7%	Shares	Sole	2025-07-10
2025-03-31	$1,130,229	2,427	+5.8%	Shares	Sole	2025-04-14
2024-12-31	$1,085,910	2,294	+7.3%	Shares	Sole	2025-01-13
2024-09-30	$1,014,198	2,137	+3.9%	Shares	Sole	2024-10-08
2024-06-30	$865,432	2,056	+9.6%	Shares	Sole	2024-07-15
2024-03-31	$737,324	1,876	+5.0%	Shares	Sole	2024-04-10
2023-12-31	$697,930	1,787	+13.7%	Shares	Sole	2024-01-09
2023-09-30	$496,703	1,571	+25.0%	Shares	Sole	2023-10-10
2023-06-30	$437,084	1,257	+21.6%	Shares	Sole	2023-07-17
2023-03-31	$316,424	1,034	+8.8%	Shares	Sole	2023-04-11
2022-12-31	$264,689	950	—	Shares	Sole	2023-01-09
No filing history on record for this holder in this stock.