Position in MCO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$664,886
+$27,089 QoQ
Shares Held
1,468
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#797
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $39,733,648 across 9 Financial Data & Stock Exchanges names. MCO ranks #2 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
104,451 | $38,074,377 | |
| 2 | MCO |
Moodys Corp /De/
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|
1,468 | $664,886 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
4,805 | $591,543 | |
| 4 | CME |
Cme Group Inc.
|
1,364 | $301,212 | |
| 5 | COIN |
Coinbase Global, Inc.
|
325 | $47,511 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
540 | $42,562 | |
| 7 | FDS |
Factset Research Systems Inc
|
22 | $5,061 | |
| 8 | MSCI |
MSCI Inc.
|
9 | $5,040 |
All Filings in MCO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $664,886 | 1,468 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $637,797 | 1,462 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $747,884 | 1,464 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $774,280 | 1,625 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $814,582 | 1,624 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $756,746 | 1,625 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $768,752 | 1,624 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $770,734 | 1,624 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $683,590 | 1,624 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $638,673 | 1,625 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $634,269 | 1,624 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $695,257 | 2,199 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $764,636 | 2,199 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $672,937 | 2,199 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $612,685 | 2,199 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $633,058 | 2,604 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $710,929 | 2,614 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $860,395 | 2,550 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $995,979 | 2,550 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $905,530 | 2,550 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $927,304 | 2,559 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $764,142 | 2,559 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $742,724 | 2,559 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $739,117 | 2,550 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $700,561 | 2,550 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $539,325 | 2,550 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||