Position in MCO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$312,514
-$39,976 QoQ
Shares Held
690
-14.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,006
of 1,401 holders
Holding Since
Sep 2024
8 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, 2026CATALYST FINANCIAL PARTNERS LLC holds $3,133,876 across 8 Financial Data & Stock Exchanges names. MCO ranks #5 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
2,190 | $843,842 | |
| 2 | CME |
Cme Group Inc.
|
2,412 | $532,641 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
1,626 | $394,581 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
2,954 | $363,666 | |
| 5 | MCO |
Moodys Corp /De/
This page
|
690 | $312,514 | |
| 6 | FDS |
Factset Research Systems Inc
|
1,120 | $257,689 | |
| 7 | MSCI |
MSCI Inc.
|
390 | $218,415 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
2,671 | $210,528 |
All Filings in MCO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,514 | 690 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $352,490 | 808 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $297,825 | 583 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $261,587 | 549 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $267,347 | 533 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $222,134 | 477 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $213,489 | 451 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $203,599 | 429 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||