Position in MCO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,566,650
-$83,246 QoQ
Shares Held
3,459
-8.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#634
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026FERGUSON WELLMAN CAPITAL MANAGEMENT, INC holds $2,050,198 across 2 Financial Data & Stock Exchanges names. MCO ranks #1 (76.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
3,459 | $1,566,650 | |
| 2 | SPGI |
S&P Global Inc.
|
1,327 | $483,548 |
All Filings in MCO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,566,650 | 3,459 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,649,896 | 3,782 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,901,894 | 3,723 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,773,935 | 3,723 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,867,419 | 3,723 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,739,352 | 3,735 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,752,889 | 3,703 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,762,152 | 3,713 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,695,506 | 4,028 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,636,183 | 4,163 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,627,072 | 4,166 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,316,215 | 4,163 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,446,167 | 4,159 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,276,409 | 4,171 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,159,337 | 4,161 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,011,580 | 4,161 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,124,867 | 4,136 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,395,527 | 4,136 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,672,072 | 4,281 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $4,907,975 | 13,821 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $5,008,315 | 13,821 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $4,918,106 | 16,470 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $4,864,712 | 16,761 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $4,910,348 | 16,941 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,233,829 | 8,131 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,734,511 | 8,201 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||