Position in MCO
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$261,787
-$117,750 QoQ
Shares Held
578
-33.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,066
of 1,401 holders
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $3,012,765 across 3 Financial Data & Stock Exchanges names. MCO ranks #3 (8.7% of the industry book) .
All Filings in MCO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,787 | 578 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $379,537 | 870 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $453,634 | 888 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $432,643 | 908 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $453,437 | 904 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $420,518 | 903 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $452,068 | 955 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $562,389 | 1,185 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $509,325 | 1,210 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $485,392 | 1,235 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $454,611 | 1,164 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $341,147 | 1,079 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $374,842 | 1,078 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $224,312 | 733 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $204,228 | 733 | Shares | Sole | 2023-02-03 | |
| 2022-03-31 | $227,414 | 674 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $263,250 | 674 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $239,344 | 674 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $244,237 | 674 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $201,263 | 674 | Shares | Sole | 2021-05-07 | |
| 2020-09-30 | $201,445 | 695 | Shares | Sole | 2020-10-30 | |
| No filing history on record for this holder in this stock. | ||||||