Baron Wealth Management LLC

Position in MCO — Moodys Corp /De/

CIK 1968507 TROY, MI

Position in MCO

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$705,196

+$190,421 QoQ

Shares Held

1,557

+31.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#782

of 1,401 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

Baron Wealth Management LLC holds $2,687,878 across 6 Financial Data & Stock Exchanges names. MCO ranks #2 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	2,163	$788,319
2	MCO	Moodys Corp /De/ This page	1,557	$705,196
3	MSCI	MSCI Inc.	731	$409,389
4	CBOE	Cboe Global Markets, Inc.	1,350	$327,604
5	ICE	Intercontinental Exchange, Inc.	2,090	$257,299
6	CME	Cme Group Inc.	906	$200,071

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$705,196	1,557	+31.9%	Shares	Sole	2026-07-07
2026-03-31	$514,775	1,180	+85.5%	Shares	Sole	2026-04-16
2025-12-31	$324,900	636	+5.0%	Shares	Sole	2026-01-14
2025-09-30	$288,746	606	+0.5%	Shares	Sole	2025-10-20
2025-06-30	$302,458	603	+41.2%	Shares	Sole	2025-07-09
2024-12-31	$202,128	427	—	Shares	Sole	2025-01-23
No filing history on record for this holder in this stock.