Concurrent Investment Advisors, LLC

Position in MCO — Moodys Corp /De/

CIK 2001015 Tampa, FL

Position in MCO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$670,773

+$64,387 QoQ

Shares Held

1,481

+6.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#794

of 1,401 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $30,940,367 across 9 Financial Data & Stock Exchanges names. MCO ranks #6 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	75,674	$16,711,089
2	SPGI	S&P Global Inc.	15,694	$5,720,904
3	ICE	Intercontinental Exchange, Inc.	26,439	$3,254,904
4	NDAQ	Nasdaq, Inc.	29,094	$2,293,188
5	MSCI	MSCI Inc.	1,619	$906,704
6	MCO	Moodys Corp /De/ This page	1,481	$670,773
7	COIN	Coinbase Global, Inc.	3,689	$539,294
8	FDS	Factset Research Systems Inc	2,198	$505,715

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$670,773	1,481	+6.5%	Shares	Sole	2026-07-27
2026-03-31	$606,386	1,390	-27.0%	Shares	Sole	2026-04-21
2025-12-31	$973,169	1,905	-44.2%	Shares	Sole	2026-01-29
2025-09-30	$1,625,749	3,412	-0.2%	Shares	Sole	2025-10-27
2025-06-30	$1,714,936	3,419	+4.2%	Shares	Sole	2025-07-25
2025-03-31	$1,528,394	3,282	+289.8%	Shares	Sole	2025-04-29
2024-12-31	$398,577	842	-6.4%	Shares	Sole	2025-02-03
2024-09-30	$427,131	900	-9.3%	Shares	Sole	2024-10-30
2024-06-30	$417,562	992	-22.1%	Shares	Sole	2024-07-30
2024-03-31	$500,720	1,274	-4.2%	Shares	Sole	2024-05-07
2023-12-31	$519,444	1,330	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.