Position in MCO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,781,787
+$1,734,287 QoQ
Shares Held
3,934
+3756.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#609
of 1,401 holders
Holding Since
Dec 2022
11 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, 2026Compass Wealth Management LLC holds $4,934,674 across 3 Financial Data & Stock Exchanges names. MCO ranks #1 (36.1% of the industry book) .
All Filings in MCO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,781,787 | 3,934 | Shares | Sole | 2026-08-10 | |
| 2025-03-31 | $47,500 | 102 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $48,283 | 102 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $48,408 | 102 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $42,934 | 102 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $40,089 | 102 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $39,837 | 102 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $32,249 | 102 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $35,467 | 102 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $31,214 | 102 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $28,419 | 102 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||