TRB Wealth Management, LLC

Position in MCO — Moodys Corp /De/

CIK 2130988 HOUSTON, TX

Position in MCO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$248,653

+$9,152 QoQ

Shares Held

549

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,083

of 1,401 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TRB Wealth Management, LLC holds $1,861,480 across 4 Financial Data & Stock Exchanges names. MCO ranks #4 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	4,707	$579,478
2	SPGI	S&P Global Inc.	1,429	$550,615
3	CME	Cme Group Inc.	2,186	$482,734
4	MCO	Moodys Corp /De/ This page	549	$248,653

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$248,653	549	0.0%	Shares	Sole	2026-08-12
2026-03-31	$239,501	549	—	Shares	Other	2026-05-14
No filing history on record for this holder in this stock.