Position in MCO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$44,386
+$28,681 QoQ
Shares Held
98
+172.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,230
of 1,401 holders
Holding Since
Dec 2025
3 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, 2026Joseph Group Capital Management holds $193,299 across 8 Financial Data & Stock Exchanges names. MCO ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
164 | $63,125 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
98 | $44,386 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
157 | $19,328 | |
| 4 | MSCI |
MSCI Inc.
|
30 | $16,801 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
204 | $16,079 | |
| 6 | CME |
Cme Group Inc.
|
66 | $14,574 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
47 | $11,405 | |
| 8 | COIN |
Coinbase Global, Inc.
|
52 | $7,601 |
All Filings in MCO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,386 | 98 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $15,705 | 36 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $11,238 | 22 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||