Position in MCO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,978,401
+$929,771 QoQ
Shares Held
6,576
+40.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#508
of 1,401 holders
Holding Since
Sep 2021
19 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, 2026Clearstead Advisors, LLC holds $17,538,561 across 11 Financial Data & Stock Exchanges names. MCO ranks #4 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
10,562 | $4,069,341 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
32,388 | $3,987,286 | |
| 3 | CME |
Cme Group Inc.
|
16,037 | $3,541,450 | |
| 4 | MCO |
Moodys Corp /De/
This page
|
6,576 | $2,978,401 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
6,909 | $1,676,607 | |
| 6 | MSCI |
MSCI Inc.
|
676 | $378,587 | |
| 7 | FDS |
Factset Research Systems Inc
|
1,573 | $361,915 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
4,374 | $344,758 |
All Filings in MCO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,978,401 | 6,576 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,048,630 | 4,696 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,946,071 | 5,767 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,612,539 | 5,483 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,745,703 | 5,474 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,441,146 | 5,242 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,757,622 | 3,713 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,788,255 | 3,768 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,574,699 | 3,741 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,164,940 | 2,964 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,126,765 | 2,885 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $928,275 | 2,936 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $993,783 | 2,858 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $876,747 | 2,865 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $15,324 | 55 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,293 | 30 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $9,518 | 35 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,085 | 21 | Shares | Sole | 2022-05-04 | |
| 2021-09-30 | $7,457 | 21 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||