Position in MCO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$45,744
+$374 QoQ
Shares Held
101
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,227
of 1,401 holders
Holding Since
Sep 2021
20 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, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $114,375 across 7 Financial Data & Stock Exchanges names. MCO ranks #1 (40.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
101 | $45,744 | |
| 2 | SPGI |
S&P Global Inc.
|
62 | $24,028 | |
| 3 | FDS |
Factset Research Systems Inc
|
66 | $15,185 | |
| 4 | CME |
Cme Group Inc.
|
52 | $11,483 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
88 | $10,833 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
83 | $6,542 | |
| 7 | MSCI |
MSCI Inc.
|
1 | $560 |
All Filings in MCO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,744 | 101 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $45,370 | 104 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $54,660 | 107 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $53,842 | 113 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $56,178 | 112 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $51,691 | 111 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $39,763 | 84 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $39,865 | 84 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $35,358 | 84 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $33,014 | 84 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $32,807 | 84 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $26,558 | 84 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $29,208 | 84 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $25,705 | 84 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $23,404 | 84 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $20,421 | 84 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $22,845 | 84 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $28,342 | 84 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $32,808 | 84 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $29,829 | 84 | Shares | Sole | 2021-10-27 | |
| No filing history on record for this holder in this stock. | ||||||