LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Position in MCO — Moodys Corp /De/

CIK 932974 BOSTON, MA

Back to MCO Full portfolio

Position in MCO

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$850,583

+$25,635 QoQ

Shares Held

1,878

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#746

of 1,401 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in MCO Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $20,156,340 across 5 Financial Data & Stock Exchanges names. MCO ranks #4 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSCI	MSCI Inc.	26,140	$14,639,445
2	SPGI	S&P Global Inc.	9,543	$3,676,743
3	FDS	Factset Research Systems Inc	4,205	$967,486
4	MCO	Moodys Corp /De/ This page	1,878	$850,583
5	CME	Cme Group Inc.	100	$22,083

All Filings in MCO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$850,583	1,878	-0.7%	Shares	Sole	2026-07-30
2026-03-31	$824,948	1,891	0.0%	Shares	Sole	2026-04-13
2025-12-31	$966,017	1,891	+0.5%	Shares	Sole	2026-01-28
2025-09-30	$896,258	1,881	-5.0%	Shares	Sole	2025-10-24
2025-06-30	$993,649	1,981	-3.4%	Shares	Sole	2025-07-30
2025-03-31	$955,130	2,051	-2.8%	Shares	Sole	2025-04-24
2024-12-31	$998,337	2,109	-1.2%	Shares	Sole	2025-01-28
2024-09-30	$1,012,775	2,134	-0.4%	Shares	Sole	2024-10-25
2024-06-30	$902,052	2,143	-0.9%	Shares	Sole	2024-07-17
2024-03-31	$850,123	2,163	-5.5%	Shares	Sole	2024-04-23
2023-12-31	$893,601	2,288	0.0%	Shares	Sole	2024-02-01
2023-09-30	$723,396	2,288	+3.2%	Shares	Sole	2023-11-03
2023-06-30	$770,547	2,216	-15.1%	Shares	Sole	2023-08-01
2023-03-31	$799,018	2,611	+5.6%	Shares	Sole	2023-05-02
2022-12-31	$688,748	2,472	-25.5%	Shares	Sole	2023-03-02
2022-09-30	$806,882	3,319	-8.0%	Shares	Sole	2022-10-25
2022-06-30	$980,995	3,607	+14.3%	Shares	Sole	2022-07-26
2022-03-31	$1,064,865	3,156	+25.2%	Shares	Sole	2022-04-13
2021-12-31	$984,261	2,520	-4.1%	Shares	Sole	2022-02-14
2021-09-30	$932,873	2,627	0.0%	Shares	Sole	2021-11-12
2021-06-30	$951,945	2,627	0.0%	Shares	Sole	2021-08-13
2021-03-31	$784,448	2,627	+0.7%	Shares	Sole	2021-04-14
2020-12-31	$756,945	2,608	+0.6%	Shares	Sole	2021-01-14
2020-09-30	$751,291	2,592	0.0%	Shares	Sole	2020-10-15
2020-06-30	$712,100	2,592	+4.6%	Shares	Sole	2020-07-30
2020-03-31	$523,885	2,477	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.