Position in MCO
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$615,112
-$105,186 QoQ
Shares Held
1,410
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Opes Wealth Management LLC holds $1,900,469 across 3 Financial Data & Stock Exchanges names. MCO ranks #2 (32.4% of the industry book) .
All Filings in MCO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $615,112 | 1,410 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $720,298 | 1,410 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $671,836 | 1,410 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $707,241 | 1,410 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $658,485 | 1,414 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||