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ANGELES WEALTH MANAGEMENT, LLC

Position in MCO — Moodys Corp /De/

CIK 1929170 SANTA MONICA, CA

Position in MCO

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$1,868,747
+$120,694 QoQ
Shares Held
4,126
+3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#598
of 1,401 holders
Holding Since
Mar 2022
18 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, 2026

ANGELES WEALTH MANAGEMENT, LLC holds $2,786,745 across 3 Financial Data & Stock Exchanges names. MCO ranks #1 (67.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MCO
Moodys Corp /De/
This page
4,126 $1,868,747

All Filings in MCO

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,868,747 4,126
2026-03-31 $1,748,053 4,007
2025-12-31 $2,060,768 4,034
2025-09-30 $1,909,255 4,007
2025-06-30 $2,043,979 4,075
2025-03-31 $1,804,548 3,875
2024-12-31 $1,849,929 3,908
2024-09-30 $1,846,629 3,891
2024-06-30 $1,629,420 3,871
2024-03-31 $1,511,200 3,845
2023-12-31 $1,497,797 3,835
2023-09-30 $1,184,688 3,747
2023-06-30 $1,295,604 3,726
2023-03-31 $1,131,355 3,697
2022-12-31 $1,029,779 3,696
2022-09-30 $897,319 3,691
2022-06-30 $1,000,305 3,678
2022-03-31 $1,275,409 3,780