Position in MCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$103,467,761
+$3,016,400 QoQ
Shares Held
228,446
-0.8% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#82
of 1,401 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 97%
Shared 1%
None 2%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026BRISTOL JOHN W & CO INC /NY/ holds $174,467,837 across 2 Financial Data & Stock Exchanges names. MCO ranks #1 (59.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
228,446 | $103,467,761 | |
| 2 | SPGI |
S&P Global Inc.
|
184,273 | $71,000,076 |
All Filings in MCO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,467,761 | 228,446 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $100,451,361 | 230,261 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $119,049,504 | 233,042 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $113,067,274 | 237,297 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $86,964,169 | 173,377 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $80,827,484 | 173,565 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $83,823,412 | 177,078 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $85,955,367 | 181,115 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $77,179,620 | 183,355 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $73,574,036 | 187,197 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $73,068,308 | 187,086 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $62,121,713 | 196,482 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $69,002,599 | 198,443 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $61,075,165 | 199,579 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $55,430,334 | 198,946 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||