Position in MCO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$311,156
+$11,453 QoQ
Shares Held
687
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,008
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026SALEM INVESTMENT COUNSELORS INC holds $605,502 across 8 Financial Data & Stock Exchanges names. MCO ranks #1 (51.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
687 | $311,156 | |
| 2 | SPGI |
S&P Global Inc.
|
539 | $196,501 | |
| 3 | CME |
Cme Group Inc.
|
155 | $34,228 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
396 | $31,212 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
110 | $13,542 | |
| 6 | COIN |
Coinbase Global, Inc.
|
70 | $10,233 | |
| 7 | MSCI |
MSCI Inc.
|
15 | $8,400 | |
| 8 | FDS |
Factset Research Systems Inc
|
1 | $230 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,156 | 687 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $299,703 | 687 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $350,953 | 687 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $327,341 | 687 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $344,592 | 687 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $149,486 | 321 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $147,691 | 312 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $150,919 | 318 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $131,330 | 312 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $122,625 | 312 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $118,339 | 303 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $95,799 | 303 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $105,359 | 303 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $92,724 | 303 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $84,421 | 303 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $73,662 | 303 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $82,406 | 303 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $102,235 | 303 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $118,345 | 303 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $107,598 | 303 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $109,798 | 303 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $90,478 | 303 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $87,942 | 303 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $87,824 | 303 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $83,243 | 303 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $64,084 | 303 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||