Position in MCO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$181,168
-$36,957 QoQ
Shares Held
400
-20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,159
of 1,401 holders
Holding Since
Sep 2025
4 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, 2026Peck Wealth Management, LLC holds $642,186 across 2 Financial Data & Stock Exchanges names. MCO ranks #2 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,197 | $461,018 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
400 | $181,168 |
All Filings in MCO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $181,168 | 400 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $218,125 | 500 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $255,425 | 500 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $238,240 | 500 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||