Position in MCO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,377,830
+$488,707 QoQ
Shares Held
5,250
+42.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#556
of 1,401 holders
Holding Since
Dec 2024
6 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, 2026Capital Investment Advisors, LLC holds $3,618,460 across 4 Financial Data & Stock Exchanges names. MCO ranks #1 (65.7% of the industry book) .
All Filings in MCO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,377,830 | 5,250 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,889,123 | 3,698 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,759,164 | 3,692 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,747,539 | 3,484 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,510,698 | 3,244 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,290,406 | 2,726 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||