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Disclosery

Claret Asset Management Corp: MCO position timeline

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

Claret Asset Management Corp held 582 MCO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 582 shares
    Change vs previous 13F +23 shares

    0.03% of the 13F portfolio, value $264,000.

    13F-HR 0001735513-26-000003 filed by Claret Asset Management Corp
    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 559 shares
    Change vs previous 13F -17 shares

    0.03% of the 13F portfolio, value $244,000.

    13F-HR 0001735513-26-000002 filed by Claret Asset Management Corp
    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 576 shares
    Change vs previous 13F -19 shares

    0.03% of the 13F portfolio, value $294,000.

    13F-HR 0001735513-26-000001 filed by Claret Asset Management Corp
    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 595 shares
    Change vs previous 13F +14 shares

    0.03% of the 13F portfolio, value $283,000.

    13F-HR 0001735513-25-000006 filed by Claret Asset Management Corp
    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 581 shares
    Change vs previous 13F -43 shares

    0.04% of the 13F portfolio, value $291,000.

    13F-HR 0001735513-25-000004 filed by Claret Asset Management Corp
    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 624 shares
    Change vs previous 13F +17 shares

    0.04% of the 13F portfolio, value $291,000.

    13F-HR 0001735513-25-000003 filed by Claret Asset Management Corp
    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 607 shares
    Change vs previous 13F +4 shares

    0.05% of the 13F portfolio, value $287,000.

    13F-HR 0001735513-25-000002 filed by Claret Asset Management Corp
    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 603 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $286,000.

    13F-HR 0001735513-24-000005 filed by Claret Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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