Position in MCO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,106,483
+$90,022 QoQ
Shares Held
2,443
+4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#696
of 1,401 holders
Holding Since
Jun 2024
9 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, 2026Compound Planning, Inc. holds $41,375,359 across 9 Financial Data & Stock Exchanges names. MCO ranks #2 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
244,939 | $35,807,631 | |
| 2 | MCO |
Moodys Corp /De/
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|
2,443 | $1,106,483 | |
| 3 | SPGI |
S&P Global Inc.
|
2,790 | $1,075,165 | |
| 4 | CME |
Cme Group Inc.
|
4,201 | $927,706 | |
| 5 | MSCI |
MSCI Inc.
|
1,308 | $732,532 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
2,945 | $714,662 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
4,393 | $540,821 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
3,174 | $250,174 |
All Filings in MCO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,106,483 | 2,443 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $1,016,461 | 2,330 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $828,086 | 1,621 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $623,712 | 1,309 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $626,485 | 1,249 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $567,210 | 1,218 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $444,021 | 938 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $288,550 | 608 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $244,139 | 580 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||