Position in MCO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$298,927
+$58,990 QoQ
Shares Held
660
+20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,026
of 1,401 holders
Holding Since
Mar 2021
18 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $925,503 across 3 Financial Data & Stock Exchanges names. MCO ranks #2 (32.3% of the industry book) .
All Filings in MCO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,927 | 660 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $239,937 | 550 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $292,206 | 572 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $261,587 | 549 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $268,852 | 536 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $233,776 | 502 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $234,791 | 496 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $225,430 | 475 | Shares | Sole | 2024-10-24 | |
| 2023-06-30 | $585,908 | 1,685 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $528,190 | 1,726 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $490,928 | 1,762 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $290,030 | 1,193 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $317,660 | 1,168 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $329,312 | 976 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $312,464 | 800 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $251,772 | 709 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $254,746 | 703 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $214,700 | 719 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||