Position in MCO
as of Mar 31, 2026
· filed Jun 24, 2026
Position Value
$127,385
-$22,294 QoQ
Shares Held
292
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026Basecamp Wealth Advisors LLC holds $1,791,470 across 11 Financial Data & Stock Exchanges names. MCO ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,159 | $492,969 | |
| 2 | CME |
Cme Group Inc.
|
1,582 | $467,243 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
885 | $139,192 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
482 | $135,475 | |
| 5 | FDS |
Factset Research Systems Inc
|
614 | $133,231 | |
| 6 | MCO |
Moodys Corp /De/
This page
|
292 | $127,385 | |
| 7 | COIN |
Coinbase Global, Inc.
|
648 | $113,147 | |
| 8 | MORN |
Morningstar, Inc.
|
619 | $104,641 |
All Filings in MCO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $127,385 | 292 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $149,679 | 293 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||