Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$54,349
+$5,053 QoQ
Shares Held
120
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,216
of 1,401 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026JPL Wealth Management, LLC holds $436,814 across 11 Financial Data & Stock Exchanges names. MCO ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
438 | $168,604 | |
| 2 | CME |
Cme Group Inc.
|
293 | $64,702 | |
| 3 | MCO |
Moodys Corp /De/
This page
|
120 | $54,349 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
430 | $52,937 | |
| 5 | MSCI |
MSCI Inc.
|
75 | $42,002 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
244 | $19,231 | |
| 7 | COIN |
Coinbase Global, Inc.
|
129 | $18,858 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
48 | $11,647 |
All Filings in MCO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,349 | 120 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $49,296 | 113 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $52,888 | 111 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||