Position in MCO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$44,386
+$3,815 QoQ
Shares Held
98
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,231
of 1,401 holders
Holding Since
Dec 2023
11 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, 2026Bruce G. Allen Investments, LLC holds $447,750 across 10 Financial Data & Stock Exchanges names. MCO ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
958 | $117,939 | |
| 2 | SPGI |
S&P Global Inc.
|
228 | $87,968 | |
| 3 | CME |
Cme Group Inc.
|
338 | $74,640 | |
| 4 | FDS |
Factset Research Systems Inc
|
299 | $68,793 | |
| 5 | MCO |
Moodys Corp /De/
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|
98 | $44,386 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
285 | $22,463 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
71 | $17,229 | |
| 8 | MSCI |
MSCI Inc.
|
14 | $7,840 |
All Filings in MCO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,386 | 98 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $40,571 | 93 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,108 | 10 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,288 | 9 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,514 | 9 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $4,191 | 9 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,260 | 9 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $4,271 | 9 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,788 | 9 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,716 | 12 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $7,811 | 20 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||