Position in MCO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,253,682
+$57,485 QoQ
Shares Held
2,768
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#675
of 1,401 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $2,120,067 across 5 Financial Data & Stock Exchanges names. MCO ranks #1 (59.1% of the industry book) .
All Filings in MCO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,253,682 | 2,768 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,196,197 | 2,742 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,400,750 | 2,742 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,306,508 | 2,742 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,375,359 | 2,742 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,276,921 | 2,742 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,297,980 | 2,742 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,301,325 | 2,742 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,154,190 | 2,742 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,077,688 | 2,742 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,071,306 | 2,743 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $866,938 | 2,742 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $953,448 | 2,742 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $839,106 | 2,742 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $763,976 | 2,742 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $666,607 | 2,742 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $745,741 | 2,742 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $925,178 | 2,742 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||