Position in MCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$222,383
-$52,890 QoQ
Shares Held
491
-22.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,124
of 1,401 holders
Holding Since
Jun 2025
3 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, 2026Ariadne Wealth Management, LP holds $491,174 across 2 Financial Data & Stock Exchanges names. MCO ranks #2 (45.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
698 | $268,791 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
491 | $222,383 |
All Filings in MCO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,383 | 491 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $275,273 | 631 | Shares | Sole | 2026-05-18 | |
| 2025-06-30 | $198,629 | 396 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||