Position in MCO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$303,003
+$8,535 QoQ
Shares Held
669
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,021
of 1,401 holders
Holding Since
Sep 2022
16 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, 2026Balboa Wealth Partners holds $692,750 across 2 Financial Data & Stock Exchanges names. MCO ranks #2 (43.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,012 | $389,747 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
669 | $303,003 |
All Filings in MCO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,003 | 669 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $294,468 | 675 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $344,312 | 674 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $353,548 | 742 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $363,151 | 724 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $377,674 | 811 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $381,536 | 806 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $381,095 | 803 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $338,427 | 804 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $302,240 | 769 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $370,641 | 949 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $303,523 | 960 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $289,998 | 834 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $294,697 | 963 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $732,491 | 2,629 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,106,636 | 4,552 | Shares | Sole | 2023-01-04 | |
| No filing history on record for this holder in this stock. | ||||||