Position in MCO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,130,272
+$369,591 QoQ
Shares Held
13,535
+2.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#376
of 1,401 holders
Holding Since
Dec 2021
19 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, 2026HB Wealth Management, LLC holds $33,212,149 across 11 Financial Data & Stock Exchanges names. MCO ranks #3 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
79,203 | $9,750,681 | |
| 2 | SPGI |
S&P Global Inc.
|
17,202 | $6,627,749 | |
| 3 | MCO |
Moodys Corp /De/
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|
13,535 | $6,130,272 | |
| 4 | MSCI |
MSCI Inc.
|
5,010 | $2,805,800 | |
| 5 | CME |
Cme Group Inc.
|
9,250 | $2,042,677 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
20,140 | $1,587,434 | |
| 7 | FDS |
Factset Research Systems Inc
|
5,909 | $1,359,542 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
5,107 | $1,239,315 |
All Filings in MCO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,130,272 | 13,535 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,760,681 | 13,205 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,154,965 | 14,006 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,487,275 | 13,615 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,839,681 | 13,636 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,302,182 | 13,533 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,505,789 | 3,181 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,406,684 | 2,964 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,188,706 | 2,824 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $934,625 | 2,378 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $913,910 | 2,340 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $731,617 | 2,314 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $674,924 | 1,941 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $546,857 | 1,787 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $457,494 | 1,642 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $308,020 | 1,267 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $275,505 | 1,013 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $300,969 | 892 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,770,889 | 4,534 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||