Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,323
+$417 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,300
of 1,408 holders
Holding Since
Sep 2024
8 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, 2026Heritage Wealth Advisors holds $66,301 across 5 Financial Data & Stock Exchanges names. MCO ranks #3 (17.1% of the industry book) .
All Filings in MCO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,323 | 25 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,906 | 25 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,021 | 2 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $952 | 2 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,003 | 2 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $931 | 2 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,420 | 3 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,423 | 3 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||