SECURED RETIREMENT ADVISORS, LLC
PensionPosition in MCO — Moodys Corp /De/
CIK 2012356
ST LOUIS PARK, MN
Position in MCO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,215,231
New position
Shares Held
4,891
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#566
of 1,401 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026SECURED RETIREMENT ADVISORS, LLC holds $3,524,858 across 2 Financial Data & Stock Exchanges names. MCO ranks #1 (62.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
4,891 | $2,215,231 | |
| 2 | SPGI |
S&P Global Inc.
|
3,593 | $1,309,627 |
All Filings in MCO
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,215,231 | 4,891 | Shares | Sole | 2026-07-16 | |
| No filing history on record for this holder in this stock. | ||||||