Position in MCO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$6,685,552
+$42,337 QoQ
Shares Held
14,761
-3.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#363
of 1,401 holders
Holding Since
Sep 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, 2026Blue Zone Wealth Advisors, LLC holds $18,102,307 across 3 Financial Data & Stock Exchanges names. MCO ranks #1 (36.9% 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 | $6,685,552 | 14,761 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $6,643,215 | 15,228 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $7,812,429 | 15,293 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,225,342 | 15,164 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $7,319,201 | 14,592 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $6,514,071 | 13,988 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $6,171,798 | 13,038 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,155,906 | 12,971 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $5,325,185 | 12,651 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $5,034,714 | 12,810 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $4,783,969 | 12,249 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,735,864 | 11,816 | Shares | Sole | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||