Morningstar Investment Management LLC

Position in CHTR — Charter Communications, Inc. /Mo/

CIK 1673385 CHICAGO, IL

Position in CHTR

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,247,181

-$646,086 QoQ

Shares Held

8,770

0.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#302

of 776 holders

Holding Since

Sep 2023

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

Morningstar Investment Management LLC holds $11,384,065 across 4 Telecom Services names. CHTR ranks #4 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMCSA	Comcast Corp	173,139	$4,250,562
2	VZ	Verizon Communications Inc	80,968	$3,428,185
3	RCI	Rogers Communications Inc	75,635	$2,458,137
4	CHTR	Charter Communications, Inc. /Mo/ This page	8,770	$1,247,181

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,247,181	8,770	0.0%	Shares	Sole	2026-07-21
2026-03-31	$1,893,267	8,770	+8.6%	Shares	Sole	2026-05-14
2025-12-31	$1,686,491	8,079	+18.5%	Shares	Sole	2026-02-09
2025-09-30	$1,875,149	6,816	+1093.7%	Shares	Sole	2025-11-17
2023-12-31	$221,936	571	+5.2%	Shares	Sole	2024-02-13
2023-09-30	$238,822	543	—	Shares	Sole	2024-04-09
No filing history on record for this holder in this stock.