Advyzon Investment Management, LLC

Position in MCO — Moodys Corp /De/

CIK 2011872 LISLE, IL

Position in MCO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$307,532

+$18,299 QoQ

Shares Held

679

+2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,016

of 1,401 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Advyzon Investment Management, LLC holds $1,855,184 across 4 Financial Data & Stock Exchanges names. MCO ranks #3 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDS	Factset Research Systems Inc	2,886	$664,010
2	CME	Cme Group Inc.	2,933	$647,693
3	MCO	Moodys Corp /De/ This page	679	$307,532
4	COIN	Coinbase Global, Inc.	1,614	$235,949

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$307,532	679	+2.4%	Shares	Other	2026-08-14
2026-03-31	$289,233	663	+4.7%	Shares	Other	2026-05-12
2025-12-31	$323,368	633	+42.9%	Shares	Sole	2026-02-13
2025-09-30	$211,080	443	+8.3%	Shares	Sole	2025-11-10
2025-06-30	$205,150	409	—	Shares	Sole	2025-08-08
No filing history on record for this holder in this stock.