Position in MCO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$905
-$492 QoQ
Shares Held
2
-33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,387
of 1,401 holders
Holding Since
Mar 2025
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, 2026Cape Investment Advisory, Inc. holds $1,188,938 across 7 Financial Data & Stock Exchanges names. MCO ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
8,894 | $1,094,940 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
578 | $45,557 | |
| 3 | COIN |
Coinbase Global, Inc.
|
189 | $27,629 | |
| 4 | CME |
Cme Group Inc.
|
38 | $8,391 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
32 | $7,765 | |
| 6 | TRU |
TransUnion
|
52 | $3,751 | |
| 7 | MCO |
Moodys Corp /De/
This page
|
2 | $905 |
All Filings in MCO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $905 | 2 | Shares | Sole | 2026-07-23 | |
| 2025-03-31 | $1,397 | 3 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||