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QTR Family Wealth, LLC

Position in MCO — Moodys Corp /De/

CIK 2067954 LAKE MARY, FL

Position in MCO

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$214,231
New position
Shares Held
473
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,131
of 1,401 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 30% Shared 0% None 70%

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

QTR Family Wealth, LLC holds $872,633 across 3 Financial Data & Stock Exchanges names. MCO ranks #3 (24.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 MCO
Moodys Corp /De/
This page
473 $214,231

All Filings in MCO

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $214,231 473