Position in MCO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$271,752
+$10,002 QoQ
Shares Held
600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,053
of 1,401 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $2,683,636 across 8 Financial Data & Stock Exchanges names. MCO ranks #4 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
2,603 | $1,003,081 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
|
3,000 | $728,010 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
3,633 | $447,258 | |
| 4 | MCO |
Moodys Corp /De/
This page
|
600 | $271,752 | |
| 5 | TRU |
TransUnion
|
2,000 | $144,280 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
687 | $54,149 | |
| 7 | FDS |
Factset Research Systems Inc
|
95 | $21,857 | |
| 8 | CME |
Cme Group Inc.
|
60 | $13,249 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,752 | 600 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $261,750 | 600 | Shares | Defined | 2026-04-22 | |
| 2025-12-31 | $306,510 | 600 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $285,888 | 600 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $300,954 | 600 | Shares | Defined | 2025-09-22 | |
| 2025-03-31 | $279,414 | 600 | Shares | Defined | 2025-09-23 | |
| 2024-12-31 | $284,022 | 600 | Shares | Defined | 2025-09-24 | |
| 2024-09-30 | $284,754 | 600 | Shares | Defined | 2025-09-24 | |
| 2024-06-30 | $277,813 | 660 | Shares | Defined | 2025-09-24 | |
| 2024-03-31 | $259,399 | 660 | Shares | Defined | 2025-09-24 | |
| 2023-12-31 | $257,769 | 660 | Shares | Defined | 2025-10-01 | |
| 2023-09-30 | $208,672 | 660 | Shares | Defined | 2025-10-01 | |
| 2023-06-30 | $229,495 | 660 | Shares | Defined | 2025-10-01 | |
| 2023-03-31 | $201,973 | 660 | Shares | Defined | 2025-10-01 | |
| 2022-12-31 | $183,889 | 660 | Shares | Defined | 2025-10-01 | |
| 2022-09-30 | $160,452 | 660 | Shares | Defined | 2025-10-01 | |
| 2022-06-30 | $179,500 | 660 | Shares | Defined | 2025-10-02 | |
| 2022-03-31 | $222,690 | 660 | Shares | Defined | 2025-10-02 | |
| 2021-12-31 | $257,782 | 660 | Shares | Defined | 2025-10-02 | |
| 2021-09-30 | $234,372 | 660 | Shares | Defined | 2025-10-02 | |
| 2021-06-30 | $239,164 | 660 | Shares | Defined | 2025-10-02 | |
| 2021-03-31 | $197,082 | 660 | Shares | Defined | 2025-10-02 | |
| 2020-12-31 | $191,558 | 660 | Shares | Defined | 2025-10-02 | |
| 2020-09-30 | $160,866 | 555 | Shares | Defined | 2025-10-02 | |
| 2020-06-30 | $152,475 | 555 | Shares | Defined | 2025-10-02 | |
| 2020-03-31 | $117,382 | 555 | Shares | Defined | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||