Position in MCO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$579,737
-$392,228 QoQ
Shares Held
1,280
-42.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#836
of 1,401 holders
Holding Since
Mar 2026
2 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, 2026Drake & Associates, LLC holds $1,158,046 across 2 Financial Data & Stock Exchanges names. MCO ranks #1 (50.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
1,280 | $579,737 | |
| 2 | SPGI |
S&P Global Inc.
|
1,501 | $578,309 |
All Filings in MCO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $579,737 | 1,280 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $971,965 | 2,228 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||