WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

Position in MCO — Moodys Corp /De/

CIK 752365 SOUTH BEND, IN

Back to MCO Full portfolio

Position in MCO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$845,601

+$33,740 QoQ

Shares Held

1,867

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#749

of 1,401 holders

Holding Since

Jun 2020

25 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, 2026

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $1,960,214 across 3 Financial Data & Stock Exchanges names. MCO ranks #1 (43.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/ This page	1,867	$845,601
2	COIN	Coinbase Global, Inc.	5,205	$760,918
3	ICE	Intercontinental Exchange, Inc.	2,873	$353,695

All Filings in MCO

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$845,601	1,867	+0.3%	Shares	Sole	2026-08-12
2026-03-31	$811,861	1,861	-1.5%	Shares	Sole	2026-05-11
2025-12-31	$965,506	1,890	-0.3%	Shares	Sole	2026-02-11
2025-09-30	$903,406	1,896	-0.2%	Shares	Sole	2025-11-13
2025-06-30	$953,021	1,900	+7.3%	Shares	Sole	2025-08-11
2025-03-31	$824,271	1,770	+2.2%	Shares	Sole	2025-04-21
2024-12-31	$819,876	1,732	+0.4%	Shares	Sole	2025-01-29
2024-09-30	$818,667	1,725	+0.1%	Shares	Sole	2024-10-25
2024-06-30	$725,683	1,724	-1.9%	Shares	Sole	2024-07-15
2024-03-31	$690,553	1,757	+1.9%	Shares	Sole	2024-04-30
2023-12-31	$673,325	1,724	0.0%	Shares	Sole	2024-01-25
2023-09-30	$545,077	1,724	0.0%	Shares	Sole	2023-10-20
2023-06-30	$599,469	1,724	0.0%	Shares	Sole	2023-07-28
2023-03-31	$527,578	1,724	+2.6%	Shares	Sole	2023-04-26
2022-12-31	$468,081	1,680	0.0%	Shares	Sole	2023-01-30
2022-09-30	$408,424	1,680	+0.3%	Shares	Sole	2022-10-21
2022-06-30	$455,549	1,675	0.0%	Shares	Sole	2022-07-20
2022-03-31	$565,161	1,675	0.0%	Shares	Sole	2022-04-29
2021-12-31	$654,221	1,675	0.0%	Shares	Sole	2022-01-24
2021-09-30	$594,809	1,675	+1.8%	Shares	Sole	2021-10-18
2021-06-30	$596,461	1,646	0.0%	Shares	Sole	2021-07-13
2021-03-31	$491,512	1,646	0.0%	Shares	Sole	2021-04-30
2020-12-31	$477,735	1,646	0.0%	Shares	Sole	2021-01-28
2020-09-30	$477,093	1,646	0.0%	Shares	Sole	2020-10-27
2020-06-30	$452,205	1,646	—	Shares	Sole	2020-07-16
No filing history on record for this holder in this stock.