Pacific Excel Wealth Advisors, Inc.

Position in MCO — Moodys Corp /De/

CIK 2110884 WALNUT CREEK, CA

Position in MCO

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$469,225

New position

Shares Held

1,036

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#894

of 1,401 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Pacific Excel Wealth Advisors, Inc. holds $1,164,849 across 3 Financial Data & Stock Exchanges names. MCO ranks #2 (40.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NDAQ	Nasdaq, Inc.	6,025	$474,890
2	MCO	Moodys Corp /De/ This page	1,036	$469,225
3	SPGI	S&P Global Inc.	573	$220,734

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$469,225	1,036	—	Shares	Sole	2026-07-06
No filing history on record for this holder in this stock.