Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,982,120
+$1,492,120 QoQ
Shares Held
11,000
+37.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#417
of 1,401 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Derivatives in MCO
reported options exposure · as of Jun 30, 2026CallValue
$2,264,600
CallShares
5,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026KP Management LLC holds $9,869,239 across 2 Financial Data & Stock Exchanges names. MCO ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
11,000 | $4,982,120 | |
| 2 | SPGI |
S&P Global Inc.
|
12,684 | $4,887,119 |
All Filings in MCO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,982,120 | 11,000 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $2,264,600 | 5,000 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $3,490,000 | 8,000 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $2,181,250 | 5,000 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $4,597,650 | 9,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,288,320 | 9,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,015,900 | 10,000 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $4,656,900 | 10,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,733,700 | 10,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,745,900 | 10,000 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,209,300 | 10,000 | Shares | Sole | 2024-09-19 | |
| 2024-03-31 | $3,930,300 | 10,000 | Shares | Sole | 2024-09-19 | |
| 2023-12-31 | $3,905,600 | 10,000 | Shares | Sole | 2024-09-19 | |
| No filing history on record for this holder in this stock. | ||||||