Heritage Family Offices, LLP
Family OfficePosition in MCO — Moodys Corp /De/
CIK 2019316
SCOTTSDALE, AZ
Position in MCO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$469,225
-$206,090 QoQ
Shares Held
1,036
-33.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#893
of 1,401 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Heritage Family Offices, LLP holds $1,164,849 across 3 Financial Data & Stock Exchanges names. MCO ranks #2 (40.3% of the industry book) .
All Filings in MCO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,225 | 1,036 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $675,315 | 1,548 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,186,704 | 2,323 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,184,052 | 2,485 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,244,444 | 2,481 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,155,376 | 2,481 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,165,910 | 2,463 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,090,607 | 2,298 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $967,718 | 2,299 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||