Position in MCO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,617,830
+$350,524 QoQ
Shares Held
3,572
+23.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#628
of 1,401 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Applied Finance Capital Management, LLC holds $3,717,637 across 6 Financial Data & Stock Exchanges names. MCO ranks #1 (43.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
3,572 | $1,617,830 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
8,022 | $632,294 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
4,275 | $526,295 | |
| 4 | TRU |
TransUnion
|
5,008 | $361,277 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
1,400 | $339,738 | |
| 6 | FDS |
Factset Research Systems Inc
|
1,044 | $240,203 |
All Filings in MCO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,617,830 | 3,572 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,267,306 | 2,905 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,382,870 | 2,707 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,102,098 | 2,313 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,389,905 | 2,771 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||