Downshift Financial, LLC

Position in MCO — Moodys Corp /De/

CIK 2118380 BOULDER, CO

Position in MCO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$4,076

New position

Shares Held

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,340

of 1,401 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Downshift Financial, LLC holds $36,305 across 7 Financial Data & Stock Exchanges names. MCO ranks #2 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	128	$28,266
2	MCO	Moodys Corp /De/ This page	9	$4,076
3	COIN	Coinbase Global, Inc.	10	$1,461
4	SPGI	S&P Global Inc.	3	$1,221
5	MSCI	MSCI Inc.	1	$560
6	CBOE	Cboe Global Markets, Inc.	2	$485
7	NDAQ	Nasdaq, Inc.	3	$236

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,076	9	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.