Position in MCO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$79,261
+$2,918 QoQ
Shares Held
175
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,199
of 1,401 holders
Holding Since
Mar 2024
9 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, 2026MONTAG A & ASSOCIATES INC holds $10,531,706 across 8 Financial Data & Stock Exchanges names. MCO ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
46,243 | $5,692,975 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
41,037 | $3,234,536 | |
| 3 | SPGI |
S&P Global Inc.
|
3,558 | $1,370,837 | |
| 4 | CME |
Cme Group Inc.
|
438 | $96,723 | |
| 5 | MCO |
Moodys Corp /De/
This page
|
175 | $79,261 | |
| 6 | FDS |
Factset Research Systems Inc
|
163 | $37,503 | |
| 7 | COIN |
Coinbase Global, Inc.
|
131 | $19,150 | |
| 8 | TRU |
TransUnion
|
10 | $721 |
All Filings in MCO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,261 | 175 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $76,343 | 175 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $1,429 | 3 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,507 | 5 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $117,819 | 253 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $28,875 | 61 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $71,188 | 150 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,104 | 5 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,965 | 5 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||