Position in MCO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,982
+$3,410 QoQ
Shares Held
11
+175.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,330
of 1,401 holders
Holding Since
Jun 2023
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 Jun 30, 2026GoalVest Advisory LLC holds $184,987 across 3 Financial Data & Stock Exchanges names. MCO ranks #3 (2.7% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,982 | 11 | Shares | Sole | 2026-07-09 | |
| 2024-03-31 | $1,572 | 4 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $18,356 | 47 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $61,336 | 194 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $45,551 | 131 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||