Position in MCO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$43,933
+$9,007 QoQ
Shares Held
97
+29.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,232
of 1,401 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026WEST PACES ADVISORS INC. holds $893,267 across 7 Financial Data & Stock Exchanges names. MCO ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
2,596 | $573,274 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
1,509 | $185,772 | |
| 3 | SPGI |
S&P Global Inc.
|
179 | $65,115 | |
| 4 | MCO |
Moodys Corp /De/
This page
|
97 | $43,933 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
180 | $14,187 | |
| 6 | COIN |
Coinbase Global, Inc.
|
56 | $8,186 | |
| 7 | MSCI |
MSCI Inc.
|
5 | $2,800 |
All Filings in MCO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,933 | 97 | Shares | Sole | 2026-07-20 | |
| 2025-03-31 | $34,926 | 75 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $35,502 | 75 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $35,594 | 75 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $31,569 | 75 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $29,477 | 75 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $38,665 | 99 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $23,712 | 75 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $26,079 | 75 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $22,951 | 75 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $20,896 | 75 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $18,233 | 75 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $20,397 | 75 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $25,305 | 75 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $29,293 | 75 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $26,633 | 75 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $27,177 | 75 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $22,395 | 75 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $21,768 | 75 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $21,738 | 75 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $105,771 | 385 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $81,427 | 385 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||