JOURNEY STRATEGIC WEALTH LLC

Position in MCO — Moodys Corp /De/

CIK 1909316 SUMMIT, NJ

Position in MCO

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$553,597

+$109,672 QoQ

Shares Held

1,269

+46.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 99% None 1%

Financial Services · as of Mar 31, 2026

JOURNEY STRATEGIC WEALTH LLC holds $4,835,190 across 6 Financial Data & Stock Exchanges names. MCO ranks #4 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	4,430	$1,308,395
2	SPGI	S&P Global Inc.	3,105	$1,249,646
3	ICE	Intercontinental Exchange, Inc.	5,137	$807,945
4	MCO	Moodys Corp /De/ This page	1,269	$553,597
5	MSCI	MSCI Inc.	892	$480,794
6	CBOE	Cboe Global Markets, Inc.	1,547	$434,813

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$553,597	1,269	+46.0%	Shares	Sole	2026-04-15
2025-12-31	$443,925	869	+49.6%	Shares	Sole	2026-02-13
2025-09-30	$276,831	581	-5.1%	Shares	Sole	2025-11-12
2025-06-30	$306,968	612	+22.4%	Shares	Sole	2025-08-12
2025-03-31	$232,841	500	+8.9%	Shares	Sole	2025-05-06
2024-12-31	$217,274	459	+0.4%	Shares	Sole	2025-01-24
2024-09-30	$216,886	457	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.