Position in MCO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$525,840
-$9,875 QoQ
Shares Held
1,161
-5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#861
of 1,401 holders
Holding Since
Mar 2023
14 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, 2026PDS Planning, Inc holds $3,114,543 across 7 Financial Data & Stock Exchanges names. MCO ranks #3 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,970 | $759,132 | |
| 2 | CME |
Cme Group Inc.
|
2,659 | $587,186 | |
| 3 | MCO |
Moodys Corp /De/
This page
|
1,161 | $525,840 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
2,908 | $358,003 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
1,391 | $337,553 | |
| 6 | MSCI |
MSCI Inc.
|
510 | $285,620 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
3,314 | $261,209 |
All Filings in MCO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $525,840 | 1,161 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $535,715 | 1,228 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $543,544 | 1,064 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $551,287 | 1,157 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $557,768 | 1,112 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $500,616 | 1,075 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $478,577 | 1,011 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $494,522 | 1,042 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $438,609 | 1,042 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $405,213 | 1,031 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $382,358 | 979 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $320,912 | 1,015 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $341,461 | 982 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $202,279 | 661 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||