Position in MCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$226,912
+$7,479 QoQ
Shares Held
501
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,115
of 1,401 holders
Holding Since
Mar 2020
26 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, 2026D.B. Root & Company, LLC holds $948,842 across 3 Financial Data & Stock Exchanges names. MCO ranks #2 (23.9% of the industry book) .
All Filings in MCO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,912 | 501 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $219,433 | 503 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $296,803 | 581 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $319,718 | 671 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $462,465 | 922 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $374,880 | 805 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $398,104 | 841 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $394,858 | 832 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $606,560 | 1,441 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $664,613 | 1,691 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $661,608 | 1,694 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $620,641 | 1,963 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $688,833 | 1,981 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $574,705 | 1,878 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $524,920 | 1,884 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $485,490 | 1,997 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $543,396 | 1,998 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $675,832 | 2,003 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $775,691 | 1,986 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $719,097 | 2,025 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $878,022 | 2,423 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $397,449 | 1,331 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $387,180 | 1,334 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $390,138 | 1,346 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $369,786 | 1,346 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $289,332 | 1,368 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||