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Kera Capital Partners, Inc.

Position in MORN — Morningstar, Inc.

CIK 2040353 SACRAMENTO, CA

Position in MORN

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$554,027
+$114,328 QoQ
Shares Held
3,551
+36.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#212
of 419 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MORN Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

Kera Capital Partners, Inc. holds $2,301,573 across 6 Financial Data & Stock Exchanges names. MORN ranks #2 (24.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MORN
Morningstar, Inc.
This page
3,551 $554,027

All Filings in MORN

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $554,027 3,551
2026-03-31 $439,699 2,601
2025-12-31 $737,984 3,396
2025-06-30 $229,168 730