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Disclosery

Crown Oak Advisors, LLC: MCO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crown Oak Advisors, LLC on MCO, newest first. How the timeline and the estimate are built.

Crown Oak Advisors, LLC held 16,086 MCO shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,086 shares
    Change vs previous 13F -661 shares

    3.39% of the 13F portfolio, value $7,285,832.

    13F-HR 0002009273-26-000003 filed by Crown Oak Advisors, LLC
    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 16,747 shares
    Change vs previous 13F +298 shares

    3.66% of the 13F portfolio, value $7,305,848.

    13F-HR 0002009273-26-000002 filed by Crown Oak Advisors, LLC
    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 16,449 shares
    Change vs previous 13F -224 shares

    3.99% of the 13F portfolio, value $8,402,946.

    13F-HR 0002009273-26-000001 filed by Crown Oak Advisors, LLC
    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 16,673 shares
    Change vs previous 13F 0 shares

    3.95% of the 13F portfolio, value $8,363,209.

    13F-HR 0002009273-25-000002 filed by Crown Oak Advisors, LLC
    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 16,673 shares
    Change vs previous 13F +205 shares

    3.95% of the 13F portfolio, value $8,363,209.

    13F-HR 0001221073-25-000058 filed by Crown Oak Advisors, LLC
    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 16,468 shares
    Change vs previous 13F +651 shares

    3.87% of the 13F portfolio, value $7,668,807.

    13F-HR 0001221073-25-000037 filed by Crown Oak Advisors, LLC
    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 15,817 shares
    Change vs previous 13F +1,692 shares

    3.85% of the 13F portfolio, value $7,487,181.

    13F-HR 0001221073-25-000003 filed by Crown Oak Advisors, LLC
    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 14,125 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $6,703,615.

    13F-HR 0001221073-24-000085 filed by Crown Oak Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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