Skip to content
Disclosery

Boltwood Capital Management: MCO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Boltwood Capital Management on MCO, newest first. How the timeline and the estimate are built.

Boltwood Capital Management held 650 MCO shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 650 shares
    Change vs previous 13F -15 shares

    0.07% of the 13F portfolio, value $295,185.

    13F-HR 0001563690-26-000005 filed by Boltwood Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 665 shares
    Change vs previous 13F -15 shares

    0.07% of the 13F portfolio, value $301,192.

    13F-HR 0001563690-26-000003 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 680 shares
    Change vs previous 13F -20 shares

    0.08% of the 13F portfolio, value $296,650.

    13F-HR 0001563690-26-000002 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 700 shares
    Change vs previous 13F -20 shares

    0.09% of the 13F portfolio, value $357,595.

    13F-HR 0001563690-26-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 720 shares
    Change vs previous 13F -15 shares

    0.09% of the 13F portfolio, value $343,066.

    13F-HR 0001563690-25-000008 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 735 shares
    Change vs previous 13F -20 shares

    0.1% of the 13F portfolio, value $368,669.

    13F-HR 0001563690-25-000006 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 755 shares
    Change vs previous 13F -55 shares

    0.11% of the 13F portfolio, value $351,596.

    13F-HR 0001563690-25-000005 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 810 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $383,430.

    13F-HR 0001563690-25-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).