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Equibles

ROTHSCHILD INVESTMENT LLC

Position in MCO — Moodys Corp /De/

CIK 85338 CHICAGO, IL
Back to MCO Full portfolio

Position in MCO

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$2,391,417
+$1,780,231 QoQ
Shares Held
5,280
+276.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#556
of 1,411 holders
Holding Since
Dec 2023
11 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, 2026

ROTHSCHILD INVESTMENT LLC holds $19,047,682 across 13 Financial Data & Stock Exchanges names. MCO ranks #3 (12.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CBOE
Cboe Global Markets, Inc.
 36,503 $8,858,183
2 SPGI
S&P Global Inc.
 8,792 $3,387,588
3 MCO
Moodys Corp /De/
This page 		5,280 $2,391,417
4 FDS
Factset Research Systems Inc
 6,324 $1,455,025
5 NDAQ
Nasdaq, Inc.
 12,427 $979,496
6 MORN
Morningstar, Inc.
 4,633 $722,840
7 MSCI
MSCI Inc.
 866 $484,994
8 CME
Cme Group Inc.
 1,654 $365,252

All Filings in MCO

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,391,417 5,280
2026-03-31 $611,186 1,401
2025-12-31 $333,074 652
2025-09-30 $308,759 648
2025-06-30 $350,611 699
2025-03-31 $318,066 683
2024-12-31 $322,364 681
2024-09-30 $323,195 681
2024-06-30 $284,548 676
2024-03-31 $214,201 545
2023-12-31 $208,949 535