Position in MCO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$681,643
+$57,807 QoQ
Shares Held
1,505
+5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#791
of 1,401 holders
Holding Since
Mar 2022
15 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, 2026Ascent Group, LLC holds $11,083,982 across 8 Financial Data & Stock Exchanges names. MCO ranks #7 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
14,268 | $3,150,798 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
27,630 | $2,177,794 | |
| 3 | SPGI |
S&P Global Inc.
|
4,284 | $1,650,621 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
11,101 | $1,366,642 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
4,213 | $1,022,367 | |
| 6 | MSCI |
MSCI Inc.
|
1,478 | $827,737 | |
| 7 | MCO |
Moodys Corp /De/
This page
|
1,505 | $681,643 | |
| 8 | FDS |
Factset Research Systems Inc
|
897 | $206,380 |
All Filings in MCO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $681,643 | 1,505 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $623,836 | 1,430 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $752,480 | 1,473 | Shares | Other | 2026-01-20 | |
| 2025-09-30 | $717,575 | 1,506 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $942,485 | 1,879 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $807,969 | 1,735 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $328,045 | 693 | Shares | Other | 2025-02-21 | |
| 2024-09-30 | $278,584 | 587 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $230,248 | 547 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $200,052 | 509 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $198,795 | 509 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $253,384 | 828 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $228,189 | 819 | Shares | Sole | 2023-02-17 | |
| 2022-06-30 | $372,598 | 1,370 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $233,487 | 692 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||