Cyndeo Wealth Partners, LLC

Position in MCO — Moodys Corp /De/

CIK 1950947 ST. PETERSBURG, FL

Position in MCO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$555,732

-$10,520 QoQ

Shares Held

1,227

-5.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#844

of 1,401 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $6,467,742 across 4 Financial Data & Stock Exchanges names. MCO ranks #3 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	10,112	$3,686,145
2	ICE	Intercontinental Exchange, Inc.	14,143	$1,741,144
3	MCO	Moodys Corp /De/ This page	1,227	$555,732
4	CME	Cme Group Inc.	2,195	$484,721

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$555,732	1,227	-5.5%	Shares	Sole	2026-07-21
2026-03-31	$566,252	1,298	+9.1%	Shares	Sole	2026-04-13
2025-12-31	$607,911	1,190	+65.7%	Shares	Sole	2026-01-07
2025-09-30	$342,112	718	+0.1%	Shares	Sole	2025-10-10
2025-06-30	$359,640	717	+0.6%	Shares	Sole	2025-07-24
2025-03-31	$332,036	713	-1.4%	Shares	Sole	2025-04-17
2024-12-31	$342,246	723	0.0%	Shares	Sole	2025-01-21
2024-09-30	$343,128	723	+7.7%	Shares	Sole	2024-10-18
2024-06-30	$282,444	671	+0.1%	Shares	Sole	2024-07-30
2024-03-31	$263,330	670	-0.1%	Shares	Sole	2024-04-17
2023-12-31	$262,065	671	+2.0%	Shares	Sole	2024-01-12
2023-09-30	$208,039	658	+0.3%	Shares	Sole	2023-10-10
2023-06-30	$228,104	656	—	Shares	Sole	2023-07-27
No filing history on record for this holder in this stock.