Position in MCO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$24,457
+$7,444 QoQ
Shares Held
54
+38.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,257
of 1,401 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026LRI Investments, LLC holds $10,021,167 across 11 Financial Data & Stock Exchanges names. MCO ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
18,761 | $6,838,652 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
24,766 | $3,048,942 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
684 | $53,912 | |
| 4 | MSCI |
MSCI Inc.
|
56 | $31,361 | |
| 5 | MCO |
Moodys Corp /De/
This page
|
54 | $24,457 | |
| 6 | CME |
Cme Group Inc.
|
73 | $16,120 | |
| 7 | FDS |
Factset Research Systems Inc
|
21 | $4,831 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
5 | $1,213 |
All Filings in MCO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,457 | 54 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $17,013 | 39 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $12,260 | 24 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $11,435 | 24 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $41,631 | 83 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $38,651 | 83 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $43,549 | 92 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $127,664 | 269 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $123,332 | 293 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||