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Premier Path Wealth Partners, LLC

Position in MCO — Moodys Corp /De/

CIK 1999925 MADISON, NJ

Position in MCO

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$974,683
+$124,432 QoQ
Shares Held
2,152
+10.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#720
of 1,408 holders
Holding Since
Mar 2025
6 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

Premier Path Wealth Partners, LLC holds $3,722,138 across 6 Financial Data & Stock Exchanges names. MCO ranks #1 (26.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MCO
Moodys Corp /De/
This page
2,152 $974,683

All Filings in MCO

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $974,683 2,152
2026-03-31 $850,251 1,949
2025-12-31 $540,990 1,059
2025-09-30 $374,989 787
2025-06-30 $373,182 744
2025-03-31 $206,766 444