Turtle Creek Wealth Advisors, LLC

Position in MCO — Moodys Corp /De/

CIK 2007171 DALLAS, TX

Position in MCO

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

Position Value

$510,893

+$14,877 QoQ

Shares Held

1,128

-0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#868

of 1,401 holders

Holding Since

Dec 2023

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Turtle Creek Wealth Advisors, LLC holds $17,441,591 across 6 Financial Data & Stock Exchanges names. MCO ranks #5 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	24,404	$8,895,760
2	CME	Cme Group Inc.	26,583	$5,870,323
3	ICE	Intercontinental Exchange, Inc.	8,877	$1,092,847
4	MSCI	MSCI Inc.	1,298	$726,931
5	MCO	Moodys Corp /De/ This page	1,128	$510,893
6	NDAQ	Nasdaq, Inc.	4,375	$344,837

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$510,893	1,128	-0.8%	Shares	Sole	2026-07-27
2026-03-31	$496,016	1,137	+9.0%	Shares	Sole	2026-04-27
2025-12-31	$532,816	1,043	+18.7%	Shares	Sole	2026-01-28
2025-09-30	$418,825	879	+111.3%	Shares	Sole	2025-10-29
2025-06-30	$208,661	416	+155.2%	Shares	Sole	2025-07-28
2023-12-31	$63,661	163	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.