Waterway Wealth Management, LLC

Position in MCO — Moodys Corp /De/

CIK 1992193 THE WOODLANDS, TX

Position in MCO

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$2,106,983

+$757,662 QoQ

Shares Held

4,652

+50.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.13%

of 13F equity value

Holder Rank

#571

of 1,401 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Waterway Wealth Management, LLC holds $5,868,397 across 3 Financial Data & Stock Exchanges names. MCO ranks #1 (35.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/ This page	4,652	$2,106,983
2	SPGI	S&P Global Inc.	5,653	$2,060,573
3	MSCI	MSCI Inc.	3,037	$1,700,841

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,106,983	4,652	+50.4%	Shares	Sole	2026-07-13
2026-03-31	$1,349,321	3,093	—	Shares	Sole	2026-04-21
No filing history on record for this holder in this stock.