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Disclosery

Citadel Investment Advisory, Inc.: MCO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Citadel Investment Advisory, Inc. on MCO, newest first. How the timeline and the estimate are built.

Citadel Investment Advisory, Inc. held 7,627 MCO shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,627 shares
    Change vs previous 13F +200 shares

    1.59% of the 13F portfolio, value $3,464,000.

    13F-HR 0001811907-26-000005 filed by Citadel Investment Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,427 shares
    Change vs previous 13F 0 shares

    1.53% of the 13F portfolio, value $3,364,000.

    13F-HR 0001811907-26-000003 filed by Citadel Investment Advisory, Inc.
    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 7,427 shares
    Change vs previous 13F -275 shares

    1.55% of the 13F portfolio, value $3,240,000.

    13F-HR 0001811907-26-000002 filed by Citadel Investment Advisory, Inc.
    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 7,702 shares
    Change vs previous 13F 0 shares

    1.7% of the 13F portfolio, value $3,934,000.

    13F-HR 0001811907-26-000001 filed by Citadel Investment Advisory, Inc.
    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 7,702 shares
    Change vs previous 13F 0 shares

    1.68% of the 13F portfolio, value $3,670,000.

    13F-HR 0001811907-25-000005 filed by Citadel Investment Advisory, Inc.
    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 7,702 shares
    Change vs previous 13F -283 shares

    1.87% of the 13F portfolio, value $3,863,000.

    13F-HR 0001811907-25-000003 filed by Citadel Investment Advisory, Inc.
    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 7,985 shares
    Change vs previous 13F 0 shares

    1.82% of the 13F portfolio, value $3,719,000.

    13F-HR 0001811907-25-000002 filed by Citadel Investment Advisory, Inc.
    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 7,985 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $3,780,000.

    13F-HR 0001811907-25-000001 filed by Citadel Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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