Position in MCO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,390,463
+$47,250 QoQ
Shares Held
3,070
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#661
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026EQUITABLE TRUST CO holds $14,576,835 across 6 Financial Data & Stock Exchanges names. MCO ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
17,408 | $6,345,472 | |
| 2 | TRU |
TransUnion
|
58,744 | $4,237,791 | |
| 3 | MCO |
Moodys Corp /De/
This page
|
3,070 | $1,390,463 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
10,203 | $1,256,090 | |
| 5 | CME |
Cme Group Inc.
|
5,079 | $1,121,595 | |
| 6 | COIN |
Coinbase Global, Inc.
|
1,542 | $225,424 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,390,463 | 3,070 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,343,213 | 3,079 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,549,918 | 3,034 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,445,640 | 3,034 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,521,824 | 3,034 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,412,903 | 3,034 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,473,600 | 3,113 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,477,398 | 3,113 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,363,812 | 3,240 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,273,416 | 3,240 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,345,087 | 3,444 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,114,498 | 3,525 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,225,712 | 3,525 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,234,789 | 4,035 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,179,955 | 4,235 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $1,128,029 | 4,640 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,444,704 | 5,312 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,202,949 | 6,529 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,682,502 | 6,868 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,720,852 | 7,662 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $3,138,485 | 8,661 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,794,392 | 9,358 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,116,596 | 10,738 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,101,684 | 10,701 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,252,527 | 11,839 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $2,466,724 | 11,663 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||