Position in MCO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$351,918
+$12,952 QoQ
Shares Held
777
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#973
of 1,401 holders
Holding Since
Jun 2023
12 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, 2026Heritage Trust Co holds $5,291,580 across 5 Financial Data & Stock Exchanges names. MCO ranks #3 (6.7% of the industry book) .
All Filings in MCO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,918 | 777 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $338,966 | 777 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $396,930 | 777 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $369,272 | 775 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $388,732 | 775 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $360,909 | 775 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $366,861 | 775 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $326,220 | 775 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $304,598 | 775 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $307,370 | 787 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $245,031 | 775 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $269,483 | 775 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||