Position in MCO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$959,284
+$88,529 QoQ
Shares Held
2,118
+6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#724
of 1,401 holders
Holding Since
Mar 2024
7 quarters on record
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Simplicity Wealth,LLC holds $2,295,617 across 5 Financial Data & Stock Exchanges names. MCO ranks #1 (41.8% of the industry book) .
All Filings in MCO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $959,284 | 2,118 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $870,755 | 1,996 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $974,190 | 1,907 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $810,968 | 1,702 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,023,414 | 4,034 | Shares | Sole | 2025-07-22 | |
| 2024-06-30 | $1,426,110 | 3,388 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,365,386 | 3,474 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||