Position in MCO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,093,348
-$41,338 QoQ
Shares Held
2,414
-7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#701
of 1,401 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 4%
Shared 1%
None 95%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $6,501,806 across 5 Financial Data & Stock Exchanges names. MCO ranks #3 (16.8% 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 | $1,093,348 | 2,414 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,134,686 | 2,601 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,762,432 | 3,450 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,660,532 | 3,485 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,797,698 | 3,584 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,705,822 | 3,663 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,405,908 | 2,970 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,241,052 | 2,615 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,079,685 | 2,565 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $650,856 | 1,656 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $141,382 | 362 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $17,389 | 55 | Shares | Other | 2023-11-13 | |
| 2023-03-31 | $1,836 | 6 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $476,718 | 1,711 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $927,950 | 3,817 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,058,235 | 3,891 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $747,363 | 2,215 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $538,609 | 1,379 | Shares | Other | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||