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CAPTRUST FINANCIAL ADVISORS: MCO position timeline

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

CAPTRUST FINANCIAL ADVISORS held 142,881 MCO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,881 shares
    Change vs previous 13F -2,450 shares

    0.1% of the 13F portfolio, value $64,713,656.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 145,331 shares
    Change vs previous 13F +31,027 shares

    0.11% of the 13F portfolio, value $63,399,285.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 114,304 shares
    Change vs previous 13F +52,033 shares

    0.11% of the 13F portfolio, value $58,392,036.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 62,271 shares
    Change vs previous 13F +239 shares

    0.06% of the 13F portfolio, value $29,671,054.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 62,032 shares
    Change vs previous 13F +20,451 shares

    0.07% of the 13F portfolio, value $31,114,785.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 41,581 shares
    Change vs previous 13F +35,339 shares

    0.05% of the 13F portfolio, value $19,363,704.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 6,242 shares
    Change vs previous 13F +766 shares

    0.01% of the 13F portfolio, value $2,954,810.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,476 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,598,678.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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