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Disclosery

Ethic Inc.: MCO position timeline

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

Ethic Inc. held 21,990 MCO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,990 shares
    Change vs previous 13F +1,880 shares

    0.12% of the 13F portfolio, value $9,959,641.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    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 20,110 shares
    Change vs previous 13F -3,720 shares

    0.14% of the 13F portfolio, value $8,773,182.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    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 23,830 shares
    Change vs previous 13F -922 shares

    0.19% of the 13F portfolio, value $12,173,788.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 24,752 shares
    Change vs previous 13F -610 shares

    0.19% of the 13F portfolio, value $11,793,640.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 25,362 shares
    Change vs previous 13F -114 shares

    0.22% of the 13F portfolio, value $12,377,593.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 25,476 shares
    Change vs previous 13F +218 shares

    0.24% of the 13F portfolio, value $11,942,417.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    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 25,258 shares
    Change vs previous 13F +968 shares

    0.24% of the 13F portfolio, value $11,956,415.

    13F-HR 0001780570-25-000002 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 24,290 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $9,546,533.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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