Position in MCO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$202,002
-$21,358 QoQ
Shares Held
446
-12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,152
of 1,401 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026Larry Mathis Financial Planning, LLC holds $202,002 across 1 Financial Data & Stock Exchanges name. MCO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
446 | $202,002 |
All Filings in MCO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,002 | 446 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $223,360 | 512 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $468,449 | 917 | Shares | Sole | 2026-03-11 | |
| No filing history on record for this holder in this stock. | ||||||