Position in MCO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$261,787
+$17,051 QoQ
Shares Held
578
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,069
of 1,401 holders
Holding Since
Dec 2020
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, 2026Regent Peak Wealth Advisors LLC holds $939,858 across 3 Financial Data & Stock Exchanges names. MCO ranks #3 (27.9% 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 | $261,787 | 578 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $244,736 | 561 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $281,478 | 551 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $262,540 | 551 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $251,938 | 541 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $264,140 | 558 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $260,075 | 548 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $226,039 | 537 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $209,091 | 532 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $205,825 | 527 | Shares | Sole | 2024-01-23 | |
| 2021-12-31 | $209,741 | 537 | Shares | Sole | 2022-02-11 | |
| 2020-12-31 | $144,249 | 497 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||