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Trifecta Capital Advisors, LLC

Position in MCO — Moodys Corp /De/

CIK 1962615 NORTHBROOK, IL

Position in MCO

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$2,264
-$594 QoQ
Shares Held
5
-16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,362
of 1,401 holders
Holding Since
Dec 2022
13 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

Trifecta Capital Advisors, LLC holds $134,861 across 4 Financial Data & Stock Exchanges names. MCO ranks #2 (1.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MCO
Moodys Corp /De/
This page
5 $2,264

All Filings in MCO

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,264 5
2025-09-30 $2,858 6
2025-06-30 $3,009 6
2025-03-31 $2,794 6
2024-12-31 $2,840 6
2024-09-30 $2,847 6
2024-06-30 $2,525 6
2024-03-31 $2,358 6
2023-12-31 $2,343 6
2023-09-30 $1,897 6
2023-06-30 $2,086 6
2023-03-31 $1,836 6
2022-12-31 $1,671 6