FIDUCIARY FAMILY OFFICE, LLC
Family OfficePosition in MCO — Moodys Corp /De/
CIK 2020280
Boca Raton, FL
Position in MCO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$501,835
-$195,728 QoQ
Shares Held
1,108
-30.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#870
of 1,401 holders
Holding Since
Jun 2025
5 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, 2026FIDUCIARY FAMILY OFFICE, LLC holds $1,844,571 across 2 Financial Data & Stock Exchanges names. MCO ranks #2 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
3,485 | $1,342,736 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
1,108 | $501,835 |
All Filings in MCO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $501,835 | 1,108 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $697,563 | 1,599 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $719,276 | 1,408 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $815,733 | 1,712 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $793,515 | 1,582 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||