Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$240,047
-$78,415 QoQ
Shares Held
530
-27.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,095
of 1,401 holders
Holding Since
Mar 2020
26 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, 2026COZAD ASSET MANAGEMENT INC holds $240,047 across 1 Financial Data & Stock Exchanges name. MCO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
530 | $240,047 |
All Filings in MCO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,047 | 530 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $318,462 | 730 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $393,354 | 770 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $414,537 | 870 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $461,462 | 920 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $498,288 | 1,070 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $506,505 | 1,070 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $507,811 | 1,070 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $454,604 | 1,080 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $581,684 | 1,480 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $578,028 | 1,480 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $594,399 | 1,880 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $764,984 | 2,200 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $709,966 | 2,320 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $674,260 | 2,420 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $690,432 | 2,840 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $280,129 | 1,030 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $263,179 | 780 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $304,652 | 780 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $276,985 | 780 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $282,648 | 780 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $292,637 | 980 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $326,520 | 1,125 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $326,081 | 1,125 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $309,071 | 1,125 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $237,937 | 1,125 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||