Position in MCO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$36,218,653
+$1,300,767 QoQ
Shares Held
79,967
-0.1% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#153
of 1,401 holders
Holding Since
Dec 2021
17 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, 2026SUMMITRY LLC holds $36,715,847 across 3 Financial Data & Stock Exchanges names. MCO ranks #1 (98.6% of the industry book) .
All Filings in MCO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,218,653 | 79,967 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $34,917,886 | 80,041 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $40,868,510 | 80,001 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $37,229,288 | 78,134 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $38,507,565 | 76,771 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $35,038,515 | 75,240 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $35,105,592 | 74,161 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $34,709,614 | 73,136 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $53,415,175 | 126,898 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $49,243,907 | 125,293 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $48,237,675 | 123,509 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $39,393,833 | 124,597 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $42,915,254 | 123,419 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $37,440,628 | 122,347 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $23,797,491 | 85,412 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $213,917 | 634 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $247,627 | 634 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||