Position in MCO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$397,210
+$14,619 QoQ
Shares Held
877
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#945
of 1,401 holders
Holding Since
Sep 2025
4 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, 2026United Financial Planning Group LLC holds $463,232 across 6 Financial Data & Stock Exchanges names. MCO ranks #1 (85.7% of the industry book) .
All Filings in MCO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,210 | 877 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $382,591 | 877 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $427,070 | 836 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $601,794 | 1,263 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||